ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| 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% |