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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $51,940 | -21.8% | 533 | -27.5% | 0.04% | -18.6% |
| Q1 2023 | $66,460 | -69.6% | 735 | -71.5% | 0.04% | -74.1% |
| Q4 2022 | $218,411 | -5.4% | 2,577 | -11.6% | 0.17% | +0.6% |
| Q3 2022 | $231,000 | -7.2% | 2,914 | -1.8% | 0.16% | 0.0% |
| Q2 2022 | $249,000 | -6.4% | 2,968 | +13.1% | 0.16% | +13.0% |
| Q1 2022 | $266,000 | +8.1% | 2,624 | +15.1% | 0.15% | +2.1% |
| Q4 2021 | $246,000 | -17.4% | 2,280 | -24.8% | 0.14% | -21.4% |
| Q3 2021 | $298,000 | +1.0% | 3,031 | +1.2% | 0.18% | +7.1% |
| Q2 2021 | $295,000 | +104.9% | 2,996 | +88.8% | 0.17% | +66.7% |
| Q1 2021 | $144,000 | – | 1,587 | – | 0.10% | – |
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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% |