ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,793,925 | -6.4% | 61,435 | -3.3% | 3.04% | -1.2% |
| Q2 2023 | $6,192,163 | +11.1% | 63,535 | +3.1% | 3.08% | +11.7% |
| Q1 2023 | $5,571,820 | +1.7% | 61,601 | -4.7% | 2.76% | +3.8% |
| Q4 2022 | $5,480,067 | -27.1% | 64,662 | -31.7% | 2.66% | -30.9% |
| Q3 2022 | $7,515,000 | -8.6% | 94,640 | -3.4% | 3.84% | -5.3% |
| Q2 2022 | $8,222,000 | -25.0% | 97,993 | -9.5% | 4.06% | -5.7% |
| Q1 2022 | $10,969,000 | -13.9% | 108,224 | -8.3% | 4.30% | +19.9% |
| Q4 2021 | $12,735,000 | +14.9% | 118,024 | +4.8% | 3.59% | +5.4% |
| Q3 2021 | $11,088,000 | +80.4% | 112,610 | +80.4% | 3.41% | +85.2% |
| Q2 2021 | $6,145,000 | +15.6% | 62,407 | +6.7% | 1.84% | +12.4% |
| Q1 2021 | $5,314,000 | +27.5% | 58,474 | +20.7% | 1.64% | +9.8% |
| Q4 2020 | $4,169,000 | – | 48,458 | – | 1.49% | – |
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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% |