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 | $1,053,036 | -1.4% | 11,434 | +6.1% | 0.06% | +1.8% |
| Q2 2023 | $1,068,480 | +15.8% | 10,780 | +6.1% | 0.06% | +3.7% |
| Q1 2023 | $923,078 | +11.8% | 10,160 | +13.3% | 0.05% | +5.9% |
| Q4 2022 | $825,750 | +23.8% | 8,966 | +13.2% | 0.05% | +6.2% |
| Q3 2022 | $667,000 | -7.1% | 7,922 | +1.4% | 0.05% | -7.7% |
| Q2 2022 | $718,000 | +5.4% | 7,812 | +0.1% | 0.05% | 0.0% |
| Q1 2022 | $681,000 | -8.7% | 7,808 | +3.3% | 0.05% | -1.9% |
| Q4 2021 | $746,000 | -1.5% | 7,555 | +6.0% | 0.05% | 0.0% |
| Q3 2021 | $757,000 | -4.7% | 7,126 | -9.0% | 0.05% | +76.7% |
| Q2 2021 | $794,000 | +124.3% | 7,834 | +112.4% | 0.03% | +3.4% |
| Q1 2021 | $354,000 | – | 3,688 | – | 0.03% | – |
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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% |