ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,284,258 | -66.3% | 74,741 | -68.7% | 0.00% | -77.8% |
| Q1 2023 | $21,586,164 | +542.3% | 238,653 | +501.9% | 0.01% | +350.0% |
| Q4 2022 | $3,360,507 | -68.4% | 39,652 | -70.4% | 0.00% | -60.0% |
| Q3 2022 | $10,620,000 | +14.7% | 133,742 | +21.2% | 0.01% | +25.0% |
| Q2 2022 | $9,262,000 | +218.6% | 110,392 | +273.9% | 0.00% | +300.0% |
| Q3 2021 | $2,907,000 | +45.9% | 29,528 | +46.0% | 0.00% | 0.0% |
| Q2 2021 | $1,992,000 | -85.4% | 20,226 | -88.7% | 0.00% | -87.5% |
| Q3 2020 | $13,630,000 | +137.3% | 178,843 | +122.1% | 0.01% | 0.0% |
| Q4 2019 | $5,744,000 | +1988.7% | 80,539 | +1511.1% | 0.01% | +700.0% |
| Q4 2018 | $275,000 | -92.1% | 4,999 | -90.8% | 0.00% | -85.7% |
| Q3 2018 | $3,477,000 | +156.0% | 54,355 | +139.6% | 0.01% | +133.3% |
| Q2 2018 | $1,358,000 | -2.7% | 22,683 | -6.1% | 0.00% | -25.0% |
| Q1 2018 | $1,396,000 | 0.0% | 24,162 | +1.0% | 0.00% | 0.0% |
| Q4 2017 | $1,396,000 | +170.0% | 23,925 | +153.4% | 0.00% | +100.0% |
| Q3 2017 | $517,000 | -78.2% | 9,443 | -80.4% | 0.00% | -80.0% |
| Q4 2016 | $2,370,000 | – | 48,243 | – | 0.01% | – |
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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% |