ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $947,739 | +4.2% | 10,092 | +8.2% | 0.85% | +1.8% |
| Q2 2023 | $909,302 | +9.9% | 9,330 | +1.9% | 0.84% | -14.6% |
| Q1 2023 | $827,702 | -28.3% | 9,152 | -32.8% | 0.98% | -4.6% |
| Q4 2022 | $1,154,737 | -74.5% | 13,625 | -76.1% | 1.03% | -79.8% |
| Q3 2022 | $4,535,000 | -3.7% | 57,110 | +1.8% | 5.08% | -28.4% |
| Q2 2022 | $4,707,000 | -23.7% | 56,094 | -7.9% | 7.10% | +73.1% |
| Q1 2022 | $6,173,000 | -16.3% | 60,906 | -10.9% | 4.10% | -6.9% |
| Q4 2021 | $7,378,000 | +11.2% | 68,383 | +1.5% | 4.40% | +15.0% |
| Q3 2021 | $6,636,000 | +17.1% | 67,399 | +17.1% | 3.83% | +20.3% |
| Q2 2021 | $5,669,000 | +13.0% | 57,572 | +4.2% | 3.18% | +10.1% |
| Q1 2021 | $5,015,000 | -55.4% | 55,265 | -57.8% | 2.89% | -53.8% |
| Q4 2020 | $11,253,000 | +49.0% | 130,808 | +32.0% | 6.25% | +45.0% |
| Q3 2020 | $7,554,000 | +11.4% | 99,106 | +2.3% | 4.31% | -24.0% |
| Q2 2020 | $6,781,000 | +114.6% | 96,888 | +76.3% | 5.67% | +74.5% |
| Q1 2020 | $3,160,000 | – | 54,966 | – | 3.25% | – |
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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% |