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 | $201,556 | -1.2% | 2,146,269 | +2.5% | 2.77% | +0.2% |
| Q2 2023 | $204,095 | +12.2% | 2,094,142 | +4.1% | 2.76% | +4.6% |
| Q1 2023 | $181,938 | +16.5% | 2,011,482 | +9.1% | 2.64% | +6.0% |
| Q4 2022 | $156,187 | -99.9% | 1,842,914 | +12.0% | 2.50% | +5.9% |
| Q3 2022 | $130,677,000 | +5.6% | 1,645,603 | +11.6% | 2.36% | +7.0% |
| Q2 2022 | $123,741,000 | -2.7% | 1,474,863 | +17.5% | 2.20% | +6.6% |
| Q1 2022 | $127,183,000 | +16.4% | 1,254,886 | +23.9% | 2.06% | +16.0% |
| Q4 2021 | $109,243,000 | +63.8% | 1,012,447 | +49.4% | 1.78% | +45.2% |
| Q3 2021 | $66,709,000 | +89.8% | 677,528 | +89.8% | 1.22% | +77.0% |
| Q2 2021 | $35,154,000 | – | 357,006 | – | 0.69% | – |
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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% |