ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,827,911 | -4.0% | 30,113 | -0.4% | 3.77% | -16.7% |
| Q2 2023 | $2,945,828 | +6.4% | 30,226 | -1.3% | 4.53% | +2.0% |
| Q1 2023 | $2,769,450 | -15.1% | 30,619 | -20.4% | 4.44% | -20.7% |
| Q4 2022 | $3,261,970 | +1.0% | 38,489 | -5.3% | 5.60% | -5.1% |
| Q3 2022 | $3,229,000 | +2.8% | 40,660 | +8.6% | 5.90% | +15.0% |
| Q2 2022 | $3,140,000 | -45.5% | 37,423 | -34.1% | 5.12% | -37.7% |
| Q1 2022 | $5,757,000 | -0.3% | 56,798 | +6.2% | 8.23% | +11.6% |
| Q4 2021 | $5,772,000 | +6.9% | 53,490 | -2.4% | 7.37% | +5.5% |
| Q3 2021 | $5,399,000 | +25.6% | 54,830 | +25.7% | 6.99% | +21.3% |
| Q2 2021 | $4,297,000 | +11.7% | 43,634 | +3.0% | 5.76% | +4.5% |
| Q1 2021 | $3,848,000 | +5.7% | 42,348 | +0.1% | 5.52% | +2.0% |
| Q4 2020 | $3,639,000 | +14.1% | 42,298 | +1.1% | 5.41% | -0.9% |
| Q3 2020 | $3,189,000 | +2.8% | 41,847 | -5.6% | 5.45% | -16.9% |
| Q2 2020 | $3,102,000 | +124.8% | 44,325 | +84.7% | 6.57% | +122.4% |
| Q1 2020 | $1,380,000 | – | 23,997 | – | 2.95% | – |
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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% |