ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,345 | +47.8% | 5,477 | +53.4% | 0.05% | +43.2% |
| Q2 2023 | $348,030 | -88.1% | 3,571 | -88.9% | 0.04% | -76.6% |
| Q1 2023 | $2,919,698 | -49.9% | 32,280 | -53.1% | 0.16% | -55.1% |
| Q4 2022 | $5,831,654 | +1.5% | 68,810 | -4.9% | 0.35% | -9.3% |
| Q3 2022 | $5,746,000 | -4.8% | 72,350 | +0.6% | 0.39% | -4.2% |
| Q2 2022 | $6,037,000 | -13.1% | 71,952 | +5.0% | 0.40% | -3.8% |
| Q1 2022 | $6,944,000 | +12.7% | 68,521 | +20.0% | 0.42% | +9.6% |
| Q4 2021 | $6,161,000 | +10.6% | 57,105 | +0.9% | 0.38% | +1.1% |
| Q3 2021 | $5,572,000 | +10.6% | 56,582 | +10.5% | 0.38% | +4.7% |
| Q2 2021 | $5,040,000 | +12.4% | 51,185 | +3.7% | 0.36% | -5.5% |
| Q1 2021 | $4,485,000 | +4.9% | 49,352 | -0.7% | 0.38% | 0.0% |
| Q4 2020 | $4,277,000 | +3.4% | 49,713 | -14.1% | 0.38% | +36.2% |
| Q3 2020 | $4,137,000 | +31.4% | 57,876 | +28.6% | 0.28% | -30.9% |
| Q2 2020 | $3,149,000 | +275.3% | 44,990 | +208.3% | 0.41% | +177.6% |
| Q1 2020 | $839,000 | – | 14,591 | – | 0.15% | – |
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% |