ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 331 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,233,440 | +1.2% | 14,554 | -5.3% | 1.40% | -3.5% |
| Q3 2022 | $1,219,000 | -4.1% | 15,362 | +1.4% | 1.45% | +3.2% |
| Q2 2022 | $1,271,000 | -14.4% | 15,152 | +3.5% | 1.41% | -4.5% |
| Q1 2022 | $1,484,000 | +0.3% | 14,646 | +6.8% | 1.47% | -2.6% |
| Q4 2021 | $1,479,000 | +10.3% | 13,709 | +1.2% | 1.51% | -4.5% |
| Q3 2021 | $1,341,000 | +11.8% | 13,546 | +11.1% | 1.58% | +6.7% |
| Q2 2021 | $1,200,000 | +1.1% | 12,189 | -6.7% | 1.48% | -1.7% |
| Q1 2021 | $1,187,000 | -47.8% | 13,066 | -50.6% | 1.51% | -5.3% |
| Q4 2020 | $2,274,000 | +63.6% | 26,430 | +45.0% | 1.59% | +52.1% |
| Q3 2020 | $1,390,000 | +14.6% | 18,232 | +5.2% | 1.05% | +4.6% |
| Q2 2020 | $1,213,000 | +133.7% | 17,326 | +91.8% | 1.00% | +96.1% |
| Q1 2020 | $519,000 | – | 9,033 | – | 0.51% | – |
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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% |