ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340 | -59.7% | 7,290 | -16.7% | 0.05% | -57.9% |
| Q2 2023 | $843 | +5.9% | 8,753 | -0.8% | 0.11% | +2.7% |
| Q1 2023 | $796 | +4.6% | 8,828 | -1.7% | 0.11% | +6.7% |
| Q4 2022 | $761 | -99.9% | 8,982 | -15.2% | 0.10% | -21.8% |
| Q3 2022 | $853,000 | -25.3% | 10,587 | -20.2% | 0.13% | -21.8% |
| Q2 2022 | $1,142,000 | +7.8% | 13,269 | +28.6% | 0.17% | +20.6% |
| Q1 2022 | $1,059,000 | -4.8% | 10,318 | +0.6% | 0.14% | -2.8% |
| Q4 2021 | $1,112,000 | +17.7% | 10,254 | +8.0% | 0.14% | +14.2% |
| Q3 2021 | $945,000 | +0.4% | 9,496 | 0.0% | 0.13% | -4.5% |
| Q2 2021 | $941,000 | +11.4% | 9,496 | -1.4% | 0.13% | +0.8% |
| Q1 2021 | $845,000 | 0.0% | 9,631 | 0.0% | 0.13% | 0.0% |
| Q4 2020 | $845,000 | – | 9,631 | – | 0.13% | – |
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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% |