ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $445,073,701 | +10.7% | 4,566,732 | +2.8% | 1.61% | +8.0% |
| Q1 2023 | $401,954,916 | +8.0% | 4,443,946 | +1.2% | 1.49% | +1.8% |
| Q4 2022 | $372,285,477 | +8.9% | 4,392,749 | +2.0% | 1.46% | -0.2% |
| Q3 2022 | $342,014,000 | +1.0% | 4,306,939 | +6.7% | 1.47% | +9.8% |
| Q2 2022 | $338,695,000 | +2716.4% | 4,036,891 | +3302.0% | 1.34% | +3081.0% |
| Q1 2022 | $12,026,000 | – | 118,661 | – | 0.04% | – |
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% |