ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 331 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $333,000 | -27.5% | 4,191 | -20.8% | 0.17% | -28.2% |
| Q2 2022 | $459,000 | -36.2% | 5,295 | -26.8% | 0.23% | -29.3% |
| Q1 2022 | $720,000 | -15.5% | 7,232 | -16.2% | 0.33% | -4.6% |
| Q4 2021 | $852,000 | -37.4% | 8,627 | -31.8% | 0.35% | -25.5% |
| Q3 2021 | $1,360,000 | +17.0% | 12,658 | +10.7% | 0.47% | +9.4% |
| Q2 2021 | $1,162,000 | +34.3% | 11,439 | +25.2% | 0.43% | +22.1% |
| Q1 2021 | $865,000 | -3.9% | 9,140 | -10.2% | 0.35% | -6.7% |
| Q4 2020 | $900,000 | +14.1% | 10,182 | -3.3% | 0.37% | -19.0% |
| Q2 2020 | $789,000 | +52.0% | 10,527 | +30.4% | 0.46% | +3.1% |
| Q1 2020 | $519,000 | – | 8,074 | – | 0.45% | – |
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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% |