ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,395,103 | +4.9% | 14,793 | +8.4% | 0.10% | +8.9% |
| Q2 2023 | $1,329,634 | +8.1% | 13,643 | +0.3% | 0.09% | +1.1% |
| Q1 2023 | $1,229,719 | +6.9% | 13,596 | +0.2% | 0.09% | -13.6% |
| Q4 2022 | $1,150,465 | +20.3% | 13,575 | +12.8% | 0.10% | +24.1% |
| Q3 2022 | $956,000 | -6.0% | 12,035 | -0.7% | 0.08% | -1.2% |
| Q2 2022 | $1,017,000 | -4.8% | 12,119 | +15.0% | 0.08% | +2.4% |
| Q1 2022 | $1,068,000 | +0.8% | 10,534 | +1.6% | 0.08% | -1.2% |
| Q4 2021 | $1,059,000 | +99.4% | 10,372 | +92.4% | 0.08% | +88.6% |
| Q3 2021 | $531,000 | +5.1% | 5,390 | +5.0% | 0.04% | +2.3% |
| Q2 2021 | $505,000 | +5.6% | 5,132 | -4.3% | 0.04% | -4.4% |
| Q1 2021 | $478,000 | -1.4% | 5,364 | -4.9% | 0.04% | +4.7% |
| Q4 2020 | $485,000 | -35.2% | 5,643 | -42.6% | 0.04% | -37.7% |
| Q3 2020 | $749,000 | +14.2% | 9,824 | +4.9% | 0.07% | -14.8% |
| Q2 2020 | $656,000 | – | 9,367 | – | 0.08% | – |
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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% |