ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,515 | -11.4% | 16,134 | -8.0% | 0.13% | -9.2% |
| Q2 2023 | $1,710 | -5.5% | 17,546 | -12.3% | 0.14% | -28.6% |
| Q1 2023 | $1,810 | +1.3% | 20,006 | -5.1% | 0.20% | -7.0% |
| Q4 2022 | $1,786 | -99.4% | 21,071 | +502.7% | 0.21% | +494.4% |
| Q3 2022 | $278,000 | -60.1% | 3,496 | -57.8% | 0.04% | -57.6% |
| Q2 2022 | $696,000 | +99.4% | 8,291 | +140.6% | 0.08% | +136.1% |
| Q1 2022 | $349,000 | -6.2% | 3,446 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $372,000 | +36.8% | 3,446 | +24.8% | 0.04% | +28.6% |
| Q3 2021 | $272,000 | 0.0% | 2,761 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $272,000 | +3.0% | 2,761 | -4.8% | 0.03% | -9.7% |
| Q1 2021 | $264,000 | +6.0% | 2,900 | 0.0% | 0.03% | +3.3% |
| Q4 2020 | $249,000 | – | 2,900 | – | 0.03% | – |
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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% |