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 | $6,858,713 | -4.7% | 73,035 | -1.1% | 0.87% | -4.5% |
| Q2 2023 | $7,196,540 | +2.5% | 73,841 | -4.9% | 0.91% | -2.4% |
| Q1 2023 | $7,019,736 | -0.6% | 77,609 | -6.9% | 0.93% | +6.5% |
| Q4 2022 | $7,062,716 | +20.0% | 83,336 | +12.4% | 0.88% | -5.4% |
| Q3 2022 | $5,885,000 | -9.6% | 74,113 | -4.5% | 0.93% | -7.6% |
| Q2 2022 | $6,512,000 | -0.9% | 77,618 | +19.7% | 1.00% | +22.3% |
| Q1 2022 | $6,571,000 | +3.4% | 64,831 | +10.1% | 0.82% | +10.2% |
| Q4 2021 | $6,356,000 | +6.7% | 58,906 | -2.7% | 0.74% | +2.5% |
| Q3 2021 | $5,959,000 | +0.3% | 60,525 | +0.3% | 0.73% | -6.7% |
| Q2 2021 | $5,941,000 | +7.4% | 60,334 | -0.9% | 0.78% | -20.8% |
| Q1 2021 | $5,530,000 | +9.8% | 60,853 | +4.0% | 0.98% | -3.3% |
| Q4 2020 | $5,035,000 | +28.5% | 58,529 | +13.8% | 1.02% | +10.7% |
| Q3 2020 | $3,918,000 | +3.4% | 51,409 | -5.1% | 0.92% | -1.3% |
| Q2 2020 | $3,791,000 | +22.6% | 54,179 | +0.7% | 0.93% | +9.9% |
| Q1 2020 | $3,092,000 | -19.4% | 53,795 | +0.0% | 0.85% | -9.1% |
| Q4 2019 | $3,837,000 | +6.9% | 53,789 | -2.1% | 0.93% | +4.4% |
| Q3 2019 | $3,591,000 | -0.2% | 54,921 | -1.6% | 0.89% | -7.2% |
| Q2 2019 | $3,599,000 | +4.2% | 55,786 | +0.4% | 0.96% | +2.3% |
| Q1 2019 | $3,453,000 | +11.8% | 55,569 | -1.2% | 0.94% | +7.7% |
| Q4 2018 | $3,089,000 | – | 56,244 | – | 0.87% | – |
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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% |