ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,266 | -33.6% | 13,486 | -31.1% | 0.10% | 0.0% |
| Q2 2023 | $1,907 | -38.2% | 19,572 | -46.2% | 0.10% | -21.6% |
| Q1 2023 | $3,084 | 0.0% | 36,391 | 0.0% | 0.13% | 0.0% |
| Q4 2022 | $3,084 | -99.9% | 36,391 | +22.1% | 0.13% | +26.4% |
| Q3 2022 | $2,366,000 | -0.5% | 29,793 | +5.2% | 0.11% | +19.1% |
| Q2 2022 | $2,377,000 | +12.9% | 28,331 | +36.3% | 0.09% | +25.4% |
| Q1 2022 | $2,106,000 | +22.5% | 20,779 | +30.5% | 0.07% | +47.9% |
| Q4 2021 | $1,719,000 | +14.2% | 15,927 | +4.2% | 0.05% | 0.0% |
| Q3 2021 | $1,505,000 | +42.7% | 15,284 | +42.7% | 0.05% | +37.1% |
| Q2 2021 | $1,055,000 | +3.8% | 10,712 | -4.2% | 0.04% | -7.9% |
| Q1 2021 | $1,016,000 | -73.1% | 11,186 | -74.6% | 0.04% | -75.6% |
| Q4 2020 | $3,782,000 | – | 43,961 | – | 0.16% | – |
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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% |