ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $521,721 | +13.2% | 5,556 | +17.5% | 0.03% | +8.3% |
| Q2 2023 | $460,926 | -8.9% | 4,729 | -15.4% | 0.02% | -17.2% |
| Q1 2023 | $505,857 | -44.6% | 5,593 | -48.1% | 0.03% | -49.1% |
| Q4 2022 | $913,442 | -46.9% | 10,778 | -50.2% | 0.06% | -56.5% |
| Q3 2022 | $1,719,000 | +300.7% | 21,651 | +323.1% | 0.13% | +244.7% |
| Q2 2022 | $429,000 | -44.0% | 5,117 | -32.3% | 0.04% | -34.5% |
| Q1 2022 | $766,000 | +40.0% | 7,555 | +49.1% | 0.06% | +45.0% |
| Q4 2021 | $547,000 | +19.7% | 5,068 | +9.2% | 0.04% | +8.1% |
| Q3 2021 | $457,000 | -63.6% | 4,639 | -63.6% | 0.04% | -53.8% |
| Q2 2021 | $1,256,000 | +25.1% | 12,755 | +15.5% | 0.08% | +11.1% |
| Q1 2021 | $1,004,000 | +1.5% | 11,046 | -3.9% | 0.07% | -12.2% |
| Q4 2020 | $989,000 | +80.8% | 11,499 | +60.3% | 0.08% | +49.1% |
| Q3 2020 | $547,000 | +30.5% | 7,174 | +19.8% | 0.06% | -3.5% |
| Q2 2020 | $419,000 | +80.6% | 5,986 | +48.1% | 0.06% | +72.7% |
| Q1 2020 | $232,000 | +908.7% | 4,041 | +910.2% | 0.03% | +450.0% |
| Q1 2018 | $23,000 | -4.2% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $24,000 | – | 400 | – | 0.01% | – |
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% |