ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $20,646,000 | +70.5% | 191,339 | +55.5% | 1.36% | +43.7% |
| Q3 2021 | $12,112,000 | +20.0% | 123,013 | +20.0% | 0.94% | +17.0% |
| Q2 2021 | $10,091,000 | +15.1% | 102,469 | +6.3% | 0.81% | +3.9% |
| Q1 2021 | $8,764,000 | +11.7% | 96,435 | +5.8% | 0.78% | +3.6% |
| Q4 2020 | $7,845,000 | +133.9% | 91,188 | +107.2% | 0.75% | +108.0% |
| Q3 2020 | $3,354,000 | +21.1% | 44,010 | +11.2% | 0.36% | +11.8% |
| Q2 2020 | $2,770,000 | +5921.7% | 39,571 | +4883.8% | 0.32% | +5283.3% |
| Q1 2020 | $46,000 | +557.1% | 794 | +763.0% | 0.01% | +500.0% |
| Q4 2019 | $7,000 | +16.7% | 92 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | – | 92 | – | 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% |