ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,824 | -9.9% | 147,200 | -6.5% | 1.06% | -18.8% |
| Q2 2023 | $15,343 | +7.2% | 157,427 | -0.5% | 1.31% | -2.7% |
| Q1 2023 | $14,309 | +12.6% | 158,196 | +5.5% | 1.34% | -8.3% |
| Q4 2022 | $12,711 | -99.9% | 149,979 | -13.1% | 1.47% | -13.3% |
| Q3 2022 | $13,705,000 | -11.3% | 172,586 | -6.3% | 1.69% | -8.4% |
| Q2 2022 | $15,457,000 | -17.2% | 184,228 | +0.0% | 1.85% | -6.7% |
| Q1 2022 | $18,668,000 | +16.8% | 184,188 | +24.4% | 1.98% | +13.3% |
| Q4 2021 | $15,981,000 | +11.3% | 148,107 | +1.6% | 1.75% | -18.2% |
| Q3 2021 | $14,356,000 | +9.1% | 145,807 | +9.1% | 2.14% | +8.3% |
| Q2 2021 | $13,163,000 | +8.9% | 133,673 | +0.5% | 1.97% | +2.3% |
| Q1 2021 | $12,083,000 | +11.2% | 132,973 | +5.3% | 1.93% | +17.2% |
| Q4 2020 | $10,869,000 | +40.9% | 126,339 | +24.8% | 1.65% | +41.7% |
| Q3 2020 | $7,714,000 | +7.2% | 101,225 | -1.6% | 1.16% | +7.4% |
| Q2 2020 | $7,197,000 | +51.5% | 102,829 | +24.5% | 1.08% | +5.8% |
| Q1 2020 | $4,750,000 | – | 82,622 | – | 1.02% | – |
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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% |