ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $144,353 | -46.5% | 1,537,145 | -44.5% | 0.88% | -46.9% |
| Q2 2023 | $269,739 | +11.1% | 2,767,687 | +3.1% | 1.67% | +1.6% |
| Q1 2023 | $242,795 | -59.9% | 2,684,300 | -62.4% | 1.64% | -63.2% |
| Q4 2022 | $605,160 | -99.9% | 7,140,528 | -19.3% | 4.46% | -20.1% |
| Q3 2022 | $702,564,000 | -7.7% | 8,847,294 | -2.5% | 5.58% | -5.4% |
| Q2 2022 | $761,245,000 | -16.3% | 9,073,247 | +1.1% | 5.90% | -8.6% |
| Q1 2022 | $909,568,000 | +5.9% | 8,974,527 | +12.8% | 6.45% | +6.7% |
| Q4 2021 | $858,845,000 | +34.2% | 7,959,638 | +22.5% | 6.05% | +18.5% |
| Q2 2021 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q1 2021 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q4 2020 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q3 2020 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q2 2020 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q1 2020 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q4 2019 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q3 2019 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q2 2019 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q1 2019 | $639,992,000 | +26118.4% | 6,499,365 | +14524.0% | 5.10% | +8262.3% |
| Q4 2018 | $2,441,000 | +6.0% | 44,443 | +23.5% | 0.06% | +3.4% |
| Q3 2018 | $2,303,000 | +32.4% | 36,000 | +23.9% | 0.06% | +3.5% |
| Q2 2018 | $1,740,000 | +96.6% | 29,046 | +89.7% | 0.06% | +62.9% |
| Q1 2018 | $885,000 | +169.8% | 15,308 | +172.6% | 0.04% | +133.3% |
| Q4 2017 | $328,000 | +5366.7% | 5,616 | +5148.6% | 0.02% | – |
| Q3 2017 | $6,000 | – | 107 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| West Wealth Group, LLC | 418,747 | $35,488,811 | 17.64% |
| Buttonwood Financial Group, LLC | 221,480 | $18,770,531 | 17.06% |
| IMPACTfolio, LLC | 171,865 | $14,566 | 13.50% |
| CLIENT 1ST ADVISORY GROUP, LLC | 261,291 | $22,144,376 | 12.94% |
| Clifford Group, LLC | 120,012 | $10,171,004 | 12.70% |
| Spectrum Planning & Advisory Services Inc. | 105,946 | $8,978,947 | 12.26% |
| Keystone Financial Services | 247,083 | $22,296,750 | 11.99% |
| Hobart Private Capital, LLC | 208,329 | $17,655,883 | 11.96% |
| Sharkey, Howes & Javer | 614,136 | $52,048,057 | 11.95% |
| Erickson Financial Group, LLC | 125,174 | $10,608,497 | 11.48% |