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 ↓ |
---|---|---|---|
IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |