ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,960 | -16.5% | 532 | -13.4% | 0.01% | -16.7% |
| Q2 2023 | $59,840 | +16.5% | 614 | +8.1% | 0.01% | 0.0% |
| Q1 2023 | $51,376 | +23.7% | 568 | +15.9% | 0.01% | +20.0% |
| Q4 2022 | $41,528 | -11.6% | 490 | -16.5% | 0.01% | -16.7% |
| Q3 2022 | $47,000 | +9.3% | 587 | +14.0% | 0.01% | 0.0% |
| Q2 2022 | $43,000 | -25.9% | 515 | -9.6% | 0.01% | 0.0% |
| Q1 2022 | $58,000 | -6.5% | 570 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $62,000 | +8.8% | 570 | -0.9% | 0.01% | 0.0% |
| Q3 2021 | $57,000 | 0.0% | 575 | -0.9% | 0.01% | 0.0% |
| Q2 2021 | $57,000 | +3.6% | 580 | -3.3% | 0.01% | 0.0% |
| Q1 2021 | $55,000 | -22.5% | 600 | -27.3% | 0.01% | -30.0% |
| Q4 2020 | $71,000 | +12.7% | 825 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $63,000 | -12.5% | 825 | -20.3% | 0.01% | -16.7% |
| Q2 2020 | $72,000 | +60.0% | 1,035 | +31.8% | 0.01% | +50.0% |
| Q1 2020 | $45,000 | – | 785 | – | 0.01% | – |
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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% |