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 | $988,347 | -5.0% | 10,524 | -1.4% | 0.16% | -6.6% |
| Q2 2023 | $1,039,840 | +18.0% | 10,669 | +9.5% | 0.17% | -28.3% |
| Q1 2023 | $881,486 | +52.6% | 9,746 | +43.0% | 0.23% | +4.0% |
| Q4 2022 | $577,656 | +37.2% | 6,816 | +28.6% | 0.22% | +17.3% |
| Q3 2022 | $421,000 | -5.4% | 5,300 | 0.0% | 0.19% | -7.7% |
| Q2 2022 | $445,000 | -17.1% | 5,300 | 0.0% | 0.21% | -0.5% |
| Q1 2022 | $537,000 | +20.7% | 5,300 | +28.4% | 0.21% | +7.2% |
| Q4 2021 | $445,000 | +9.6% | 4,127 | 0.0% | 0.19% | -5.8% |
| Q3 2021 | $406,000 | +29.3% | 4,127 | +29.6% | 0.21% | +22.6% |
| Q2 2021 | $314,000 | +13.4% | 3,184 | +4.4% | 0.17% | -9.2% |
| Q1 2021 | $277,000 | +44.3% | 3,050 | +37.0% | 0.18% | +29.4% |
| Q4 2020 | $192,000 | +17.8% | 2,227 | +4.1% | 0.14% | -3.4% |
| Q3 2020 | $163,000 | +239.6% | 2,140 | +157.5% | 0.15% | +289.5% |
| Q1 2020 | $48,000 | – | 831 | – | 0.04% | – |
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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% |