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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,336 | +2.4% | 11,472 | +6.3% | 0.01% | +8.3% |
| Q2 2023 | $1,051,593 | +2.4% | 10,790 | -5.0% | 0.01% | 0.0% |
| Q1 2023 | $1,026,879 | -28.7% | 11,353 | -33.2% | 0.01% | -33.3% |
| Q4 2022 | $1,439,818 | +2.7% | 16,989 | -3.8% | 0.02% | 0.0% |
| Q3 2022 | $1,402,000 | -12.7% | 17,662 | -7.7% | 0.02% | -5.3% |
| Q2 2022 | $1,606,000 | -8.0% | 19,142 | +11.1% | 0.02% | +11.8% |
| Q1 2022 | $1,746,000 | +25.7% | 17,233 | +33.9% | 0.02% | +41.7% |
| Q4 2021 | $1,389,000 | +7.3% | 12,874 | -2.1% | 0.01% | +9.1% |
| Q3 2021 | $1,294,000 | +30.2% | 13,150 | +30.1% | 0.01% | +37.5% |
| Q2 2021 | $994,000 | +3.6% | 10,104 | -4.3% | 0.01% | 0.0% |
| Q1 2021 | $959,000 | +133.9% | 10,554 | +121.1% | 0.01% | +100.0% |
| Q4 2020 | $410,000 | +10.5% | 4,774 | -2.1% | 0.00% | 0.0% |
| Q3 2020 | $371,000 | -5.8% | 4,878 | -13.4% | 0.00% | 0.0% |
| Q2 2020 | $394,000 | – | 5,635 | – | 0.00% | – |
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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% |