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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $289,411 | +7.3% | 3,200 | +0.5% | 0.62% | +3.9% |
Q4 2022 | $269,753 | +7.5% | 3,183 | +0.9% | 0.60% | -4.2% |
Q3 2022 | $251,000 | -5.3% | 3,155 | 0.0% | 0.62% | -1.7% |
Q2 2022 | $265,000 | -16.9% | 3,155 | +0.3% | 0.63% | -2.8% |
Q1 2022 | $319,000 | -5.6% | 3,144 | +0.3% | 0.65% | -21.5% |
Q4 2021 | $338,000 | +10.1% | 3,134 | +0.6% | 0.83% | +7.1% |
Q3 2021 | $307,000 | 0.0% | 3,115 | 0.0% | 0.78% | -0.6% |
Q2 2021 | $307,000 | +8.5% | 3,115 | 0.0% | 0.78% | -8.5% |
Q1 2021 | $283,000 | +5.6% | 3,115 | 0.0% | 0.85% | -1.5% |
Q4 2020 | $268,000 | – | 3,115 | – | 0.87% | – |
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% |