ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,126 | -16.1% | 2,535 | -13.1% | 0.09% | -16.4% |
| Q2 2023 | $292,206 | -95.9% | 2,918 | -96.3% | 0.11% | -96.5% |
| Q1 2023 | $7,146,272 | -25.1% | 78,496 | -28.7% | 3.15% | -27.4% |
| Q4 2022 | $9,538,830 | +3.8% | 110,148 | -2.1% | 4.34% | -9.9% |
| Q3 2022 | $9,190,000 | -2.3% | 112,457 | +3.7% | 4.82% | +2.4% |
| Q2 2022 | $9,406,000 | +2.1% | 108,437 | +15.8% | 4.70% | +8.1% |
| Q1 2022 | $9,213,000 | -6.1% | 93,639 | +1.4% | 4.35% | -2.2% |
| Q4 2021 | $9,815,000 | -8.5% | 92,313 | -13.7% | 4.45% | -21.7% |
| Q3 2021 | $10,732,000 | +2.6% | 106,983 | +1.3% | 5.68% | +17.7% |
| Q2 2021 | $10,457,000 | +8.6% | 105,573 | +4.0% | 4.83% | -0.1% |
| Q1 2021 | $9,628,000 | +14.1% | 101,501 | +5.0% | 4.83% | -5.1% |
| Q4 2020 | $8,439,000 | +20.0% | 96,672 | +10.4% | 5.09% | +12.2% |
| Q3 2020 | $7,032,000 | +180.7% | 87,547 | +148.9% | 4.54% | +295.8% |
| Q2 2020 | $2,505,000 | -70.7% | 35,174 | -74.3% | 1.15% | -74.1% |
| Q1 2020 | $8,555,000 | – | 137,124 | – | 4.42% | – |
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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% |