ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,878,174 | -5.4% | 41,296 | -1.9% | 0.08% | -10.8% |
| Q2 2023 | $4,101,013 | -14.9% | 42,078 | -21.0% | 0.09% | -27.3% |
| Q1 2023 | $4,819,321 | -79.1% | 53,281 | -80.4% | 0.13% | -78.1% |
| Q4 2022 | $23,086,176 | +9.1% | 272,403 | +2.2% | 0.58% | -1.2% |
| Q3 2022 | $21,168,000 | +1.9% | 266,564 | +7.7% | 0.59% | +12.8% |
| Q2 2022 | $20,772,000 | +26.9% | 247,579 | +53.3% | 0.52% | +43.2% |
| Q1 2022 | $16,363,000 | +733.1% | 161,454 | +787.2% | 0.37% | +751.2% |
| Q4 2021 | $1,964,000 | +56.9% | 18,199 | +43.1% | 0.04% | +34.4% |
| Q3 2021 | $1,252,000 | +7.2% | 12,715 | +7.2% | 0.03% | +10.3% |
| Q2 2021 | $1,168,000 | +21.2% | 11,856 | +11.7% | 0.03% | +7.4% |
| Q1 2021 | $964,000 | -1.1% | 10,610 | -6.3% | 0.03% | -6.9% |
| Q4 2020 | $975,000 | +18.5% | 11,328 | +4.8% | 0.03% | +7.4% |
| Q3 2020 | $823,000 | +19.6% | 10,805 | +9.9% | 0.03% | +8.0% |
| Q2 2020 | $688,000 | +21.1% | 9,828 | -0.5% | 0.02% | -3.8% |
| Q1 2020 | $568,000 | +92.5% | 9,876 | +138.8% | 0.03% | +116.7% |
| Q4 2019 | $295,000 | +20.4% | 4,136 | +10.1% | 0.01% | +9.1% |
| Q3 2019 | $245,000 | +276.9% | 3,755 | +268.5% | 0.01% | +266.7% |
| Q3 2018 | $65,000 | +550.0% | 1,019 | +495.9% | 0.00% | – |
| Q1 2018 | $10,000 | – | 171 | – | 0.00% | – |
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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% |