ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,818,543 | -10.4% | 19,283 | -7.4% | 0.61% | +4.1% |
| Q2 2023 | $2,030,460 | +1.7% | 20,834 | -5.7% | 0.59% | -5.6% |
| Q1 2023 | $1,997,343 | -12.2% | 22,082 | -17.7% | 0.62% | -18.3% |
| Q4 2022 | $2,274,111 | -4.5% | 26,833 | -5.5% | 0.76% | -21.9% |
| Q2 2022 | $2,381,000 | -13.2% | 28,380 | +4.9% | 0.98% | -4.5% |
| Q1 2022 | $2,743,000 | +19.6% | 27,067 | +27.4% | 1.02% | +20.1% |
| Q4 2021 | $2,293,000 | +26.1% | 21,253 | +15.1% | 0.85% | +13.4% |
| Q3 2021 | $1,819,000 | +26.7% | 18,471 | +26.6% | 0.75% | +29.0% |
| Q2 2021 | $1,436,000 | +16.6% | 14,587 | +7.6% | 0.58% | +8.6% |
| Q1 2021 | $1,232,000 | +17.1% | 13,562 | +11.0% | 0.54% | +14.3% |
| Q4 2020 | $1,052,000 | +132.2% | 12,223 | +105.8% | 0.47% | +105.7% |
| Q3 2020 | $453,000 | +36.0% | 5,940 | +24.7% | 0.23% | +18.8% |
| Q2 2020 | $333,000 | – | 4,764 | – | 0.19% | – |
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% |