ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 235 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,322 | -96.4% | 3,304 | -96.3% | 0.11% | -96.6% |
| Q2 2023 | $8,698,870 | +11.7% | 89,256 | +3.7% | 3.15% | +19.8% |
| Q1 2023 | $7,788,863 | -64.2% | 86,112 | -66.4% | 2.63% | -66.0% |
| Q4 2022 | $21,747,786 | -2.9% | 256,611 | -9.0% | 7.75% | -25.4% |
| Q3 2022 | $22,404,000 | -15.6% | 282,131 | -10.8% | 10.40% | -13.3% |
| Q2 2022 | $26,532,000 | -15.2% | 316,228 | +2.4% | 11.99% | +12.5% |
| Q1 2022 | $31,295,000 | +3.4% | 308,781 | +10.1% | 10.66% | +3.0% |
| Q4 2021 | $30,257,000 | +28.3% | 280,421 | +17.1% | 10.35% | +12.6% |
| Q3 2021 | $23,584,000 | 0.0% | 239,501 | 0.0% | 9.19% | 0.0% |
| Q2 2021 | $23,584,000 | +14.6% | 239,501 | +0.1% | 9.19% | -11.3% |
| Q1 2021 | $20,583,000 | 0.0% | 239,258 | 0.0% | 10.37% | +0.0% |
| Q4 2020 | $20,583,000 | +63.4% | 239,258 | +44.7% | 10.37% | +103.6% |
| Q3 2020 | $12,599,000 | +7.5% | 165,322 | -1.3% | 5.09% | -13.4% |
| Q2 2020 | $11,722,000 | +70.7% | 167,477 | +40.2% | 5.88% | +46.7% |
| Q1 2020 | $6,866,000 | – | 119,428 | – | 4.01% | – |
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% |