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 | $691,586 | -17.7% | 7,364 | -14.6% | 0.07% | +1.4% |
| Q2 2023 | $840,139 | -80.2% | 8,620 | -81.6% | 0.07% | -84.0% |
| Q1 2023 | $4,247,217 | -33.5% | 46,956 | -37.7% | 0.43% | -23.9% |
| Q4 2022 | $6,391,222 | -20.1% | 75,412 | -25.1% | 0.57% | -25.8% |
| Q3 2022 | $7,996,000 | +1.4% | 100,693 | +8.7% | 0.76% | +4.8% |
| Q2 2022 | $7,883,000 | -21.7% | 92,675 | -6.6% | 0.73% | -5.8% |
| Q1 2022 | $10,062,000 | -20.8% | 99,275 | -15.7% | 0.77% | -23.0% |
| Q4 2021 | $12,706,000 | +16.6% | 117,753 | +6.4% | 1.00% | +1.6% |
| Q3 2021 | $10,898,000 | +0.5% | 110,688 | +0.6% | 0.99% | -1.8% |
| Q2 2021 | $10,839,000 | -15.5% | 110,076 | -22.0% | 1.01% | -21.2% |
| Q1 2021 | $12,831,000 | +65.4% | 141,197 | +56.5% | 1.28% | +44.3% |
| Q4 2020 | $7,759,000 | +113.9% | 90,195 | +74.0% | 0.88% | +74.2% |
| Q2 2020 | $3,628,000 | – | 51,829 | – | 0.51% | – |
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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% |