ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,365,034 | -5.2% | 14,535 | -1.6% | 0.04% | -2.2% |
Q2 2023 | $1,439,854 | +8.2% | 14,773 | +0.4% | 0.05% | +2.2% |
Q1 2023 | $1,330,619 | +1.8% | 14,711 | -4.6% | 0.04% | -21.1% |
Q4 2022 | $1,307,270 | +20.4% | 15,425 | +12.8% | 0.06% | +14.0% |
Q3 2022 | $1,086,000 | +9.9% | 13,677 | +16.2% | 0.05% | +11.1% |
Q2 2022 | $988,000 | +7.4% | 11,772 | +31.7% | 0.04% | +21.6% |
Q1 2022 | $920,000 | -6.4% | 8,938 | -1.8% | 0.04% | +2.8% |
Q4 2021 | $983,000 | +35.8% | 9,106 | +23.8% | 0.04% | +24.1% |
Q3 2021 | $724,000 | -7.4% | 7,358 | -7.3% | 0.03% | -12.1% |
Q2 2021 | $782,000 | +10.0% | 7,937 | +1.4% | 0.03% | -2.9% |
Q1 2021 | $711,000 | +0.4% | 7,827 | -4.9% | 0.03% | -10.5% |
Q4 2020 | $708,000 | +6.6% | 8,234 | -5.4% | 0.04% | -7.3% |
Q3 2020 | $664,000 | +1.4% | 8,707 | -7.0% | 0.04% | -4.7% |
Q2 2020 | $655,000 | +14.7% | 9,366 | -5.7% | 0.04% | -6.5% |
Q1 2020 | $571,000 | -41.0% | 9,933 | -26.8% | 0.05% | -37.0% |
Q4 2019 | $967,000 | +24075.0% | 13,566 | +22139.3% | 0.07% | – |
Q3 2019 | $4,000 | – | 61 | – | 0.00% | – |
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% |