ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $902,733 | -36.4% | 9,613 | -34.0% | 0.19% | -32.2% |
Q2 2023 | $1,418,526 | +5.9% | 14,555 | -1.7% | 0.28% | +1.8% |
Q1 2023 | $1,339,435 | +14.7% | 14,809 | +7.4% | 0.27% | +5.9% |
Q4 2022 | $1,168,109 | +13.7% | 13,783 | +12.6% | 0.26% | +4.9% |
Q3 2022 | $1,027,000 | -2.3% | 12,243 | -2.3% | 0.24% | +3.4% |
Q2 2022 | $1,051,000 | -15.4% | 12,527 | +2.2% | 0.24% | -6.3% |
Q1 2022 | $1,242,000 | -12.2% | 12,253 | -6.5% | 0.25% | +3.7% |
Q4 2021 | $1,414,000 | +7.4% | 13,103 | -2.0% | 0.24% | +0.8% |
Q3 2021 | $1,316,000 | +11.5% | 13,369 | +11.6% | 0.24% | +14.2% |
Q2 2021 | $1,180,000 | +8.4% | 11,979 | 0.0% | 0.21% | -1.4% |
Q1 2021 | $1,089,000 | +24.2% | 11,979 | +17.5% | 0.21% | +16.9% |
Q4 2020 | $877,000 | +18.7% | 10,195 | +5.2% | 0.18% | +1.7% |
Q3 2020 | $739,000 | +5.6% | 9,695 | -3.0% | 0.18% | -0.6% |
Q2 2020 | $700,000 | +23.0% | 9,995 | +1.0% | 0.18% | -1.6% |
Q1 2020 | $569,000 | +66.4% | 9,895 | +106.4% | 0.18% | +97.8% |
Q4 2019 | $342,000 | +228.8% | 4,795 | +200.6% | 0.09% | +190.6% |
Q3 2019 | $104,000 | +1.0% | 1,595 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $103,000 | +4.0% | 1,595 | 0.0% | 0.03% | -11.1% |
Q1 2019 | $99,000 | +12.5% | 1,595 | 0.0% | 0.04% | 0.0% |
Q4 2018 | $88,000 | – | 1,595 | – | 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% |