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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $109,788 | -91.3% | 1,169 | -92.1% | 0.02% | -92.1% |
| Q2 2023 | $1,261,663 | 0.0% | 14,887 | 0.0% | 0.30% | -1.3% |
| Q1 2023 | $1,261,663 | +0.0% | 14,887 | 0.0% | 0.31% | +0.3% |
| Q4 2022 | $1,261,662 | -17.5% | 14,887 | -19.8% | 0.30% | -22.6% |
| Q3 2022 | $1,530,000 | -3.0% | 18,572 | +3.7% | 0.39% | 0.0% |
| Q2 2022 | $1,577,000 | -19.7% | 17,905 | -7.6% | 0.39% | -12.6% |
| Q1 2022 | $1,963,000 | -6.4% | 19,368 | -0.3% | 0.45% | -10.0% |
| Q4 2021 | $2,097,000 | +32.6% | 19,435 | +21.0% | 0.50% | +20.1% |
| Q3 2021 | $1,582,000 | -4.1% | 16,067 | -4.1% | 0.42% | -3.5% |
| Q2 2021 | $1,649,000 | +4.8% | 16,751 | -3.2% | 0.43% | -4.8% |
| Q1 2021 | $1,573,000 | -18.8% | 17,307 | -23.2% | 0.45% | -26.3% |
| Q4 2020 | $1,938,000 | +45.9% | 22,530 | +29.3% | 0.62% | +137.8% |
| Q3 2020 | $1,328,000 | +3.7% | 17,427 | -4.8% | 0.26% | -46.5% |
| Q2 2020 | $1,281,000 | +113.9% | 18,301 | +75.6% | 0.48% | +66.9% |
| Q1 2020 | $599,000 | – | 10,421 | – | 0.29% | – |
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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% |