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 | $11,737 | -3.7% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,182 | +7.7% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,306 | -63.7% | 125 | -66.0% | 0.00% | -50.0% |
| Q4 2022 | $31,187 | -13.4% | 368 | -19.3% | 0.00% | -20.0% |
| Q3 2022 | $36,000 | -2.7% | 456 | +1.8% | 0.01% | 0.0% |
| Q2 2022 | $37,000 | -19.6% | 448 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $46,000 | -4.2% | 448 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $48,000 | +9.1% | 448 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $44,000 | 0.0% | 448 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $44,000 | +33.3% | 448 | +23.4% | 0.01% | +25.0% |
| Q1 2021 | $33,000 | +6.5% | 363 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | +63.2% | 363 | +49.4% | 0.00% | +33.3% |
| Q3 2020 | $19,000 | +11.8% | 243 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | – | 243 | – | 0.00% | – |
Download | ||||||
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% |