ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,309 | -3.6% | 269,500 | 0.0% | 0.93% | -3.3% |
| Q2 2023 | $26,265 | +7.7% | 269,500 | 0.0% | 0.96% | +7.8% |
| Q1 2023 | $24,376 | +6.7% | 269,500 | 0.0% | 0.89% | +6.2% |
| Q4 2022 | $22,840 | -99.9% | 269,500 | 0.0% | 0.84% | +3.5% |
| Q3 2022 | $21,401,000 | -3.1% | 269,500 | +2.4% | 0.81% | -1.5% |
| Q2 2022 | $22,082,000 | -17.2% | 263,200 | 0.0% | 0.82% | -10.3% |
| Q1 2022 | $26,675,000 | -6.1% | 263,200 | 0.0% | 0.92% | -8.5% |
| Q4 2021 | $28,399,000 | +9.6% | 263,200 | 0.0% | 1.00% | +6.8% |
| Q3 2021 | $25,915,000 | -0.0% | 263,200 | 0.0% | 0.94% | +7.1% |
| Q2 2021 | $25,917,000 | +8.4% | 263,200 | 0.0% | 0.88% | -2.5% |
| Q1 2021 | $23,917,000 | – | 263,200 | – | 0.90% | – |
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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% |