ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,324,648 | -24.0% | 24,754 | -21.1% | 0.23% | -24.5% |
| Q2 2023 | $3,058,197 | -26.1% | 31,379 | -31.4% | 0.30% | -38.1% |
| Q1 2023 | $4,135,555 | +3.7% | 45,722 | -2.9% | 0.49% | +3.2% |
| Q4 2022 | $3,989,352 | -33.8% | 47,072 | -38.0% | 0.47% | -39.5% |
| Q3 2022 | $6,030,000 | +26.9% | 75,940 | +34.1% | 0.78% | +36.0% |
| Q2 2022 | $4,750,000 | -6.3% | 56,610 | +13.2% | 0.58% | +4.2% |
| Q1 2022 | $5,067,000 | +0.8% | 49,992 | +7.3% | 0.55% | -7.4% |
| Q4 2021 | $5,028,000 | +15.1% | 46,597 | +5.0% | 0.60% | +8.0% |
| Q3 2021 | $4,368,000 | +4.3% | 44,360 | +4.3% | 0.55% | +4.9% |
| Q2 2021 | $4,187,000 | +11.9% | 42,524 | +3.2% | 0.53% | -0.6% |
| Q1 2021 | $3,743,000 | +7.1% | 41,193 | +1.4% | 0.53% | +1.9% |
| Q4 2020 | $3,496,000 | +180.8% | 40,633 | +148.7% | 0.52% | +121.8% |
| Q3 2020 | $1,245,000 | -38.5% | 16,336 | -43.5% | 0.23% | -42.9% |
| Q2 2020 | $2,023,000 | +299.8% | 28,898 | +228.5% | 0.41% | +230.6% |
| Q1 2020 | $506,000 | – | 8,796 | – | 0.12% | – |
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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% |