ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,033,265 | -4.8% | 32,299 | -1.2% | 0.25% | -4.6% |
| Q2 2023 | $3,187,417 | +83.3% | 32,704 | +70.1% | 0.26% | +73.5% |
| Q1 2023 | $1,739,242 | +54473.0% | 19,228 | -48.9% | 0.15% | -48.3% |
| Q4 2022 | $3,187 | -99.9% | 37,600 | -17.3% | 0.29% | -21.3% |
| Q3 2022 | $3,609,000 | +10.3% | 45,449 | +16.5% | 0.37% | +16.7% |
| Q2 2022 | $3,272,000 | -11.0% | 39,004 | +7.6% | 0.32% | -1.9% |
| Q1 2022 | $3,675,000 | +33.3% | 36,263 | +41.9% | 0.32% | +30.1% |
| Q4 2021 | $2,757,000 | +21.1% | 25,553 | +10.6% | 0.25% | +10.7% |
| Q3 2021 | $2,276,000 | +29.2% | 23,112 | +29.2% | 0.22% | +29.3% |
| Q2 2021 | $1,761,000 | +151.6% | 17,885 | +132.3% | 0.17% | +135.1% |
| Q1 2021 | $700,000 | +105.3% | 7,698 | +94.2% | 0.07% | +89.7% |
| Q4 2020 | $341,000 | +752.5% | 3,963 | +650.6% | 0.04% | +680.0% |
| Q3 2020 | $40,000 | +8.1% | 528 | +0.6% | 0.01% | +25.0% |
| Q2 2020 | $37,000 | – | 525 | – | 0.00% | – |
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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% |