ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 63 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $736,409 | -4.3% | 7,842 | -0.7% | 0.12% | -4.0% |
| Q2 2023 | $769,510 | +7.9% | 7,896 | +0.1% | 0.12% | +5.9% |
| Q1 2023 | $713,481 | +3.5% | 7,888 | -3.0% | 0.12% | +3.5% |
| Q4 2022 | $689,503 | +6.6% | 8,136 | -0.2% | 0.11% | -0.9% |
| Q3 2022 | $647,000 | -6.8% | 8,154 | -1.5% | 0.12% | -4.2% |
| Q2 2022 | $694,000 | -33.3% | 8,274 | -19.5% | 0.12% | -26.4% |
| Q1 2022 | $1,041,000 | -11.2% | 10,273 | -5.4% | 0.16% | -10.9% |
| Q4 2021 | $1,172,000 | +10.4% | 10,865 | +0.7% | 0.18% | +7.6% |
| Q3 2021 | $1,062,000 | +11.4% | 10,789 | +11.4% | 0.17% | +8.3% |
| Q2 2021 | $953,000 | +16.6% | 9,682 | +7.7% | 0.16% | -0.6% |
| Q1 2021 | $817,000 | -6.0% | 8,987 | -11.1% | 0.16% | -13.2% |
| Q4 2020 | $869,000 | +31.3% | 10,104 | +16.3% | 0.18% | +18.2% |
| Q3 2020 | $662,000 | +6.8% | 8,689 | -1.8% | 0.15% | +20.3% |
| Q2 2020 | $620,000 | +28.1% | 8,852 | +5.2% | 0.13% | +14.3% |
| Q1 2020 | $484,000 | -24.8% | 8,411 | -6.8% | 0.11% | -17.6% |
| Q4 2019 | $644,000 | +8.8% | 9,024 | -0.4% | 0.14% | +4.6% |
| Q3 2019 | $592,000 | 0.0% | 9,062 | -1.2% | 0.13% | +1.6% |
| Q2 2019 | $592,000 | +3.1% | 9,176 | -0.7% | 0.13% | +5.8% |
| Q1 2019 | $574,000 | +152.9% | 9,244 | +123.2% | 0.12% | +137.3% |
| Q4 2018 | $227,000 | – | 4,141 | – | 0.05% | – |
Download | ||||||
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% |