ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,870,057 | -1.4% | 467,150 | +2.3% | 1.05% | +10.7% |
| Q2 2023 | $44,498,092 | +16.8% | 456,578 | +8.4% | 0.95% | -41.8% |
| Q1 2023 | $38,106,856 | +3.9% | 421,303 | -2.6% | 1.64% | -7.2% |
| Q4 2022 | $36,662,342 | +17.4% | 432,594 | +10.0% | 1.76% | -4.7% |
| Q3 2022 | $31,228,000 | +4.1% | 393,251 | +10.0% | 1.85% | -8.5% |
| Q2 2022 | $30,005,000 | -13.8% | 357,624 | +4.1% | 2.02% | +17.9% |
| Q1 2022 | $34,813,000 | -2.6% | 343,490 | +3.7% | 1.71% | +3.6% |
| Q4 2021 | $35,731,000 | +5.7% | 331,146 | -3.6% | 1.65% | +6.8% |
| Q3 2021 | $33,809,000 | +15.4% | 343,377 | +15.4% | 1.55% | +18.7% |
| Q2 2021 | $29,297,000 | +8.4% | 297,526 | 0.0% | 1.30% | +9.9% |
| Q1 2021 | $27,036,000 | – | 297,526 | – | 1.19% | – |
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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% |