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 | $649,771 | -32.8% | 6,919 | -30.2% | 0.07% | -35.5% |
| Q2 2023 | $966,325 | +1.5% | 9,915 | -5.8% | 0.11% | -10.1% |
| Q1 2023 | $952,296 | -49.0% | 10,528 | -52.2% | 0.12% | -58.0% |
| Q4 2022 | $1,867,384 | -3.6% | 22,034 | -9.7% | 0.28% | -36.1% |
| Q3 2022 | $1,937,000 | +5.0% | 24,398 | +11.1% | 0.44% | -6.7% |
| Q2 2022 | $1,844,000 | -6.4% | 21,966 | +13.0% | 0.48% | -5.0% |
| Q1 2022 | $1,971,000 | -1.1% | 19,445 | +5.3% | 0.50% | -10.4% |
| Q4 2021 | $1,992,000 | – | 18,466 | – | 0.56% | – |
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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% |