ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,229,967 | -38.7% | 23,746 | -36.4% | 0.46% | -32.8% |
| Q2 2023 | $3,639,429 | -27.9% | 37,343 | -33.1% | 0.69% | -32.9% |
| Q1 2023 | $5,047,279 | -18.1% | 55,802 | -23.2% | 1.02% | +23.6% |
| Q4 2022 | $6,160,886 | -2.6% | 72,695 | -8.8% | 0.83% | -46.3% |
| Q3 2022 | $6,328,000 | -15.8% | 79,694 | -11.0% | 1.54% | +1.0% |
| Q2 2022 | $7,515,000 | -20.5% | 89,566 | -3.9% | 1.53% | -9.3% |
| Q1 2022 | $9,447,000 | +0.6% | 93,216 | +7.1% | 1.68% | +7.8% |
| Q4 2021 | $9,390,000 | +19.7% | 87,022 | +9.2% | 1.56% | +12.2% |
| Q3 2021 | $7,845,000 | +1.5% | 79,682 | +1.5% | 1.39% | -1.6% |
| Q2 2021 | $7,730,000 | +8.8% | 78,506 | +0.4% | 1.41% | -13.3% |
| Q1 2021 | $7,106,000 | +3.5% | 78,197 | -2.0% | 1.63% | -5.4% |
| Q4 2020 | $6,863,000 | +20.2% | 79,771 | +6.5% | 1.72% | -7.4% |
| Q3 2020 | $5,711,000 | +14.0% | 74,937 | +4.7% | 1.86% | -3.1% |
| Q2 2020 | $5,011,000 | +155.0% | 71,603 | +109.5% | 1.92% | +113.5% |
| Q1 2020 | $1,965,000 | +102.6% | 34,180 | +151.3% | 0.90% | +146.7% |
| Q4 2019 | $970,000 | +86.2% | 13,603 | +70.6% | 0.36% | +55.6% |
| Q3 2019 | $521,000 | +208.3% | 7,974 | +206.6% | 0.23% | +220.5% |
| Q2 2019 | $169,000 | +8350.0% | 2,601 | +7125.0% | 0.07% | +7200.0% |
| Q1 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | – | 36 | – | 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% |