ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,770 | +10101.5% | 2,787 | -89.4% | 0.04% | -80.2% |
| Q2 2023 | $2,566 | -2.3% | 26,333 | -9.3% | 0.23% | +6.1% |
| Q1 2023 | $2,626 | -100.0% | 29,028 | -42.5% | 0.21% | -42.8% |
| Q4 2022 | $4,275,031,450 | +109124.1% | 50,443 | +2.3% | 0.37% | -2.3% |
| Q3 2022 | $3,914,000 | +50.7% | 49,287 | +59.2% | 0.38% | +45.6% |
| Q2 2022 | $2,597,000 | -28.5% | 30,959 | -13.6% | 0.26% | -13.5% |
| Q1 2022 | $3,631,000 | -14.5% | 35,831 | -8.5% | 0.30% | -16.0% |
| Q4 2021 | $4,245,000 | +10.9% | 39,177 | +0.8% | 0.36% | -14.2% |
| Q3 2021 | $3,827,000 | +31.7% | 38,868 | +10.6% | 0.42% | +3.4% |
| Q2 2021 | $2,905,000 | -6.6% | 35,143 | +2.6% | 0.41% | +2.5% |
| Q1 2021 | $3,111,000 | +377.1% | 34,241 | +346.0% | 0.40% | +332.6% |
| Q4 2020 | $652,000 | +61.8% | 7,677 | +44.7% | 0.09% | +50.8% |
| Q3 2020 | $403,000 | -4.3% | 5,305 | -14.9% | 0.06% | -16.4% |
| Q2 2020 | $421,000 | – | 6,237 | – | 0.07% | – |
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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% |