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 | $44,607 | -72.1% | 475 | -71.1% | 0.00% | -70.0% |
| Q2 2023 | $159,931 | -31.5% | 1,641 | -36.5% | 0.01% | -37.5% |
| Q1 2023 | $233,632 | +213.4% | 2,583 | +193.9% | 0.02% | +166.7% |
| Q4 2022 | $74,543 | -69.3% | 879 | -71.3% | 0.01% | -70.0% |
| Q3 2022 | $243,000 | +417.0% | 3,066 | +437.9% | 0.02% | +300.0% |
| Q2 2022 | $47,000 | -52.0% | 570 | -41.1% | 0.01% | -37.5% |
| Q1 2022 | $98,000 | -49.7% | 968 | -46.5% | 0.01% | -50.0% |
| Q4 2021 | $195,000 | -18.4% | 1,808 | -25.7% | 0.02% | -20.0% |
| Q3 2021 | $239,000 | -9.5% | 2,435 | -9.4% | 0.02% | -25.9% |
| Q2 2021 | $264,000 | -28.8% | 2,688 | -34.2% | 0.03% | -32.5% |
| Q1 2021 | $371,000 | +2218.8% | 4,088 | +1985.7% | 0.04% | +1900.0% |
| Q4 2020 | $16,000 | -54.3% | 196 | -57.9% | 0.00% | -60.0% |
| Q3 2020 | $35,000 | -46.2% | 466 | -50.1% | 0.01% | -50.0% |
| Q2 2020 | $65,000 | – | 934 | – | 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% |