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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $316,170 | -61.5% | 3,244 | -64.3% | 0.17% | -65.8% |
| Q1 2023 | $822,034 | -10.5% | 9,088 | -16.2% | 0.50% | -23.8% |
| Q4 2022 | $918,695 | -7.7% | 10,840 | -13.5% | 0.66% | -23.9% |
| Q3 2022 | $995,000 | -5.5% | 12,534 | -0.1% | 0.86% | +0.2% |
| Q2 2022 | $1,053,000 | -12.1% | 12,552 | +6.2% | 0.86% | +34.8% |
| Q1 2022 | $1,198,000 | -2.4% | 11,822 | +3.9% | 0.64% | +14.7% |
| Q4 2021 | $1,228,000 | +9.3% | 11,382 | -0.3% | 0.56% | +10.5% |
| Q3 2021 | $1,124,000 | -0.6% | 11,417 | -0.6% | 0.50% | +1.8% |
| Q2 2021 | $1,131,000 | +7.0% | 11,489 | -1.2% | 0.49% | -10.8% |
| Q1 2021 | $1,057,000 | +3.4% | 11,628 | -2.1% | 0.55% | -11.4% |
| Q4 2020 | $1,022,000 | – | 11,882 | – | 0.62% | – |
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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% |