ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 685 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,297 | -3.6% | 4,007 | 0.0% | 0.14% | -1.4% |
| Q2 2023 | $390,522 | +32.6% | 4,007 | +23.1% | 0.14% | +26.4% |
| Q1 2023 | $294,505 | -5.2% | 3,256 | -11.2% | 0.11% | -9.8% |
| Q4 2022 | $310,694 | +7.5% | 3,666 | +0.8% | 0.12% | +1.7% |
| Q3 2022 | $289,000 | -7.7% | 3,637 | -2.4% | 0.12% | 0.0% |
| Q2 2022 | $313,000 | -5.4% | 3,725 | +13.9% | 0.12% | +8.1% |
| Q1 2022 | $331,000 | +21.7% | 3,270 | +29.6% | 0.11% | +26.1% |
| Q4 2021 | $272,000 | +20.9% | 2,524 | +10.3% | 0.09% | +15.8% |
| Q3 2021 | $225,000 | – | 2,288 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |