ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,707,462 | -7.6% | 18,182 | -4.1% | 0.28% | -5.0% |
| Q2 2023 | $1,847,912 | -89.1% | 18,961 | -89.9% | 0.30% | -90.1% |
| Q1 2023 | $17,002,258 | -0.2% | 187,974 | -6.5% | 3.02% | -7.8% |
| Q4 2022 | $17,031,517 | -19.7% | 200,962 | -24.7% | 3.27% | -26.8% |
| Q3 2022 | $21,204,000 | -6.3% | 267,013 | -1.0% | 4.47% | -7.0% |
| Q2 2022 | $22,618,000 | -6.9% | 269,587 | +12.4% | 4.81% | +5.2% |
| Q1 2022 | $24,305,000 | +93.5% | 239,812 | +106.0% | 4.57% | +88.5% |
| Q4 2021 | $12,563,000 | +64.4% | 116,428 | +50.0% | 2.43% | +55.0% |
| Q3 2021 | $7,641,000 | +254.7% | 77,606 | +254.8% | 1.56% | +222.7% |
| Q2 2021 | $2,154,000 | +64.4% | 21,876 | +51.8% | 0.48% | +51.6% |
| Q1 2021 | $1,310,000 | – | 14,412 | – | 0.32% | – |
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% |