ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 685 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $7,405,487 | +11.4% | 70,582 | +0.2% | 2.05% | -0.7% |
| Q3 2023 | $6,645,665 | -4.4% | 70,467 | -1.2% | 2.06% | -4.0% |
| Q2 2023 | $6,948,000 | +46.2% | 71,291 | +35.7% | 2.15% | +36.8% |
| Q1 2023 | $4,753,765 | +18.0% | 52,554 | +10.6% | 1.57% | +11.6% |
| Q4 2022 | $4,028,184 | +13.8% | 47,530 | +6.6% | 1.41% | +4.5% |
| Q3 2022 | $3,541,000 | -23.9% | 44,590 | -19.6% | 1.35% | -19.7% |
| Q2 2022 | $4,652,000 | -16.0% | 55,450 | +1.4% | 1.68% | -4.1% |
| Q1 2022 | $5,540,000 | -4.4% | 54,661 | +1.8% | 1.75% | -0.3% |
| Q4 2021 | $5,793,000 | +5.9% | 53,689 | -3.3% | 1.76% | +2.9% |
| Q3 2021 | $5,468,000 | +6.4% | 55,533 | +6.4% | 1.71% | +4.2% |
| Q2 2021 | $5,139,000 | +38.9% | 52,187 | +28.2% | 1.64% | +28.4% |
| Q1 2021 | $3,700,000 | +30.3% | 40,719 | +23.3% | 1.28% | +19.9% |
| Q4 2020 | $2,840,000 | +52.7% | 33,011 | +35.3% | 1.06% | +29.9% |
| Q3 2020 | $1,860,000 | +212.1% | 24,401 | +186.7% | 0.82% | +195.7% |
| Q2 2020 | $596,000 | +56.0% | 8,510 | +28.2% | 0.28% | +33.8% |
| Q1 2020 | $382,000 | +82.8% | 6,640 | +126.8% | 0.21% | +122.6% |
| Q4 2019 | $209,000 | – | 2,928 | – | 0.09% | – |
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% |