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 | $5,655,017 | -10.3% | 60,218 | -5.6% | 0.05% | -7.3% |
| Q2 2023 | $6,306,975 | -6.1% | 63,775 | -14.1% | 0.06% | -14.1% |
| Q1 2023 | $6,718,945 | -8.7% | 74,284 | -44.4% | 0.06% | -82.7% |
| Q4 2022 | $7,360,568 | -34.4% | 133,509 | -5.5% | 0.37% | +187.6% |
| Q3 2022 | $11,214,000 | -0.0% | 141,215 | +5.6% | 0.13% | +29.0% |
| Q2 2022 | $11,216,000 | -28.0% | 133,675 | -13.0% | 0.10% | -16.0% |
| Q1 2022 | $15,568,000 | +14.8% | 153,609 | +22.3% | 0.12% | +16.7% |
| Q4 2021 | $13,557,000 | -33.2% | 125,634 | -39.1% | 0.10% | -20.9% |
| Q3 2021 | $20,308,000 | +104.5% | 206,252 | +104.5% | 0.13% | +48.3% |
| Q2 2021 | $9,930,000 | +25.7% | 100,841 | +16.0% | 0.09% | +16.0% |
| Q1 2021 | $7,898,000 | +92.2% | 86,920 | +81.9% | 0.08% | +74.4% |
| Q4 2020 | $4,110,000 | +101.8% | 47,777 | +68.9% | 0.04% | +65.4% |
| Q3 2020 | $2,037,000 | +34.8% | 28,287 | +31.0% | 0.03% | +23.8% |
| Q2 2020 | $1,511,000 | +117.1% | 21,587 | +78.4% | 0.02% | +61.5% |
| Q1 2020 | $696,000 | – | 12,102 | – | 0.01% | – |
Download | ||||||
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% |