ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 685 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |