ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $838,577 | -50.1% | 8,892 | -48.4% | 0.17% | -48.9% |
| Q2 2023 | $1,679,326 | -2.6% | 17,231 | -9.6% | 0.32% | -9.5% |
| Q1 2023 | $1,723,949 | -45.6% | 19,060 | -49.0% | 0.36% | -50.6% |
| Q4 2022 | $3,167,369 | -3.6% | 37,373 | -9.6% | 0.73% | -6.9% |
| Q3 2022 | $3,285,000 | -17.2% | 41,362 | -3.5% | 0.78% | -6.5% |
| Q2 2022 | $3,969,000 | -0.8% | 42,867 | +8.5% | 0.83% | +0.4% |
| Q1 2022 | $4,003,000 | -6.0% | 39,498 | -6.2% | 0.83% | -6.6% |
| Q4 2021 | $4,257,000 | +9.3% | 42,097 | +6.4% | 0.89% | +1.0% |
| Q3 2021 | $3,894,000 | +9.4% | 39,552 | +9.4% | 0.88% | +8.2% |
| Q2 2021 | $3,560,000 | +7.9% | 36,150 | +2.6% | 0.81% | +2.5% |
| Q1 2021 | $3,298,000 | +0.3% | 35,234 | -2.5% | 0.79% | -4.7% |
| Q4 2020 | $3,287,000 | +490.1% | 36,130 | +394.3% | 0.83% | +336.1% |
| Q3 2020 | $557,000 | +2.8% | 7,310 | +3.2% | 0.19% | +0.5% |
| Q2 2020 | $542,000 | +61.8% | 7,080 | +21.5% | 0.19% | +21.8% |
| Q1 2020 | $335,000 | – | 5,827 | – | 0.16% | – |
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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% |