ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,088,656 | -26.4% | 64,821 | -23.6% | 1.93% | -3.8% |
| Q2 2023 | $8,271,016 | +4.6% | 84,849 | -2.9% | 2.01% | -1.7% |
| Q1 2023 | $7,904,294 | -50.4% | 87,390 | -54.0% | 2.04% | -55.7% |
| Q4 2022 | $15,942,454 | -3.6% | 190,002 | -8.9% | 4.61% | -5.5% |
| Q3 2022 | $16,540,000 | +3.6% | 208,466 | +9.7% | 4.88% | +5.6% |
| Q2 2022 | $15,969,000 | -17.1% | 190,021 | -0.1% | 4.62% | -2.3% |
| Q1 2022 | $19,267,000 | +18.8% | 190,135 | +26.7% | 4.73% | +25.3% |
| Q4 2021 | $16,214,000 | +11.2% | 150,120 | +1.3% | 3.78% | +2.9% |
| Q3 2021 | $14,582,000 | +15.4% | 148,260 | +15.5% | 3.67% | +14.9% |
| Q2 2021 | $12,638,000 | +7.1% | 128,360 | -1.1% | 3.19% | -1.5% |
| Q1 2021 | $11,796,000 | -8.3% | 129,778 | -13.1% | 3.24% | -14.6% |
| Q4 2020 | $12,868,000 | -77.1% | 149,411 | +12.9% | 3.79% | +312.7% |
| Q3 2020 | $56,091,000 | +517.3% | 132,299 | +1.9% | 0.92% | -72.6% |
| Q2 2020 | $9,087,000 | +126.2% | 129,832 | +86.0% | 3.36% | +79.2% |
| Q1 2020 | $4,018,000 | – | 69,792 | – | 1.88% | – |
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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% |