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 | $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% | – |
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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% |