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 | $2,822,919 | -3.4% | 30,060 | +0.2% | 0.48% | -0.4% |
| Q2 2023 | $2,923,027 | +56.2% | 29,992 | +45.0% | 0.48% | +45.6% |
| Q1 2023 | $1,871,161 | +19.7% | 20,687 | +12.2% | 0.33% | +11.8% |
| Q4 2022 | $1,563,017 | +103.8% | 18,443 | +90.9% | 0.30% | +83.9% |
| Q3 2022 | $767,000 | +59.8% | 9,659 | +68.8% | 0.16% | +71.3% |
| Q2 2022 | $480,000 | -18.5% | 5,721 | -1.5% | 0.09% | -6.0% |
| Q1 2022 | $589,000 | +82.4% | 5,808 | +93.8% | 0.10% | +75.4% |
| Q4 2021 | $323,000 | – | 2,997 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |