ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 296 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $71,218,735 | +11.9% | 840,339 | +4.9% | 0.35% | +0.6% |
| Q3 2022 | $63,626,000 | +0.5% | 801,231 | +6.2% | 0.34% | +3.6% |
| Q2 2022 | $63,304,000 | -9.8% | 754,512 | +9.0% | 0.33% | +1.2% |
| Q1 2022 | $70,145,000 | -1.2% | 692,111 | +5.3% | 0.33% | +0.3% |
| Q4 2021 | $71,027,000 | +15.7% | 657,450 | +5.5% | 0.33% | +6.2% |
| Q3 2021 | $61,365,000 | +8.5% | 623,248 | +8.5% | 0.31% | +4.8% |
| Q2 2021 | $56,568,000 | +20.3% | 574,470 | +11.0% | 0.29% | +7.7% |
| Q1 2021 | $47,023,000 | +27.6% | 517,470 | +20.8% | 0.27% | +16.2% |
| Q4 2020 | $36,853,000 | +47.1% | 428,377 | +30.3% | 0.24% | +24.3% |
| Q3 2020 | $25,059,000 | +27.6% | 328,809 | +17.2% | 0.19% | +16.7% |
| Q2 2020 | $19,641,000 | – | 280,625 | – | 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% |