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 | $2,719,881 | -41.9% | 28,963 | -40.4% | 0.11% | -40.1% |
| Q2 2023 | $4,682,142 | +1.0% | 48,605 | -5.1% | 0.18% | -28.6% |
| Q1 2023 | $4,634,887 | -71.6% | 51,243 | -59.1% | 0.26% | -68.6% |
| Q4 2022 | $16,330,968 | +1.0% | 125,316 | -12.3% | 0.81% | -4.4% |
| Q3 2022 | $16,172,000 | +5.7% | 142,854 | +5.0% | 0.85% | +6.9% |
| Q2 2022 | $15,303,000 | +11.4% | 136,110 | -1.9% | 0.79% | +20.2% |
| Q1 2022 | $13,743,000 | +9.7% | 138,702 | +16.8% | 0.66% | +12.8% |
| Q4 2021 | $12,525,000 | +30.0% | 118,731 | +21.4% | 0.58% | +21.1% |
| Q3 2021 | $9,633,000 | +36.8% | 97,839 | +36.9% | 0.48% | +29.8% |
| Q2 2021 | $7,040,000 | +37.7% | 71,491 | +27.1% | 0.37% | +18.5% |
| Q1 2021 | $5,112,000 | +42.0% | 56,259 | +34.5% | 0.31% | +20.3% |
| Q4 2020 | $3,600,000 | +112.3% | 41,841 | +86.7% | 0.26% | +69.5% |
| Q3 2020 | $1,696,000 | +75.9% | 22,411 | +62.7% | 0.15% | +49.5% |
| Q2 2020 | $964,000 | +365.7% | 13,771 | +282.7% | 0.10% | +267.9% |
| Q1 2020 | $207,000 | – | 3,598 | – | 0.03% | – |
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% |