ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,304,152 | -33.6% | 24,536 | -31.1% | 0.07% | -33.0% |
Q2 2023 | $3,471,890 | -17.2% | 35,624 | -23.1% | 0.11% | -22.1% |
Q1 2023 | $4,191,773 | +6.2% | 46,344 | -0.5% | 0.14% | +0.7% |
Q4 2022 | $3,946,784 | +0.5% | 46,570 | -5.8% | 0.14% | -26.2% |
Q3 2022 | $3,926,000 | -9.1% | 49,437 | -3.9% | 0.18% | -9.9% |
Q2 2022 | $4,318,000 | -9.9% | 51,466 | +8.8% | 0.20% | -0.5% |
Q1 2022 | $4,793,000 | -6.1% | 47,292 | -0.0% | 0.20% | +2.5% |
Q4 2021 | $5,105,000 | +17.3% | 47,309 | +7.0% | 0.20% | -5.2% |
Q3 2021 | $4,351,000 | +2.2% | 44,195 | +2.2% | 0.21% | -7.1% |
Q2 2021 | $4,257,000 | +61.4% | 43,231 | +49.0% | 0.23% | +50.7% |
Q1 2021 | $2,637,000 | +42.3% | 29,019 | +34.7% | 0.15% | +31.6% |
Q4 2020 | $1,853,000 | +54.4% | 21,539 | +36.8% | 0.11% | +35.7% |
Q3 2020 | $1,200,000 | +62.8% | 15,743 | +49.5% | 0.08% | +37.7% |
Q2 2020 | $737,000 | +29.5% | 10,533 | +6.3% | 0.06% | 0.0% |
Q1 2020 | $569,000 | -11.5% | 9,905 | +9.8% | 0.06% | +38.6% |
Q4 2019 | $643,000 | – | 9,021 | – | 0.04% | – |
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% |