ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $539,983 | +95811.7% | 5,750 | -0.4% | 0.25% | -0.4% |
| Q2 2023 | $563 | +7.9% | 5,772 | 0.0% | 0.25% | 0.0% |
| Q1 2023 | $522 | +5.9% | 5,772 | -0.9% | 0.25% | -2.0% |
| Q4 2022 | $493 | -99.9% | 5,823 | 0.0% | 0.26% | +5.8% |
| Q3 2022 | $465,000 | -4.9% | 5,823 | 0.0% | 0.24% | 0.0% |
| Q2 2022 | $489,000 | -17.1% | 5,823 | 0.0% | 0.24% | +1.3% |
| Q1 2022 | $590,000 | -8.0% | 5,823 | -2.0% | 0.24% | -0.4% |
| Q4 2021 | $641,000 | +10.7% | 5,941 | +1.1% | 0.24% | -2.0% |
| Q3 2021 | $579,000 | -1.9% | 5,876 | +0.5% | 0.24% | +0.8% |
| Q2 2021 | $590,000 | +16.4% | 5,848 | +4.8% | 0.24% | -1.6% |
| Q1 2021 | $507,000 | +15.8% | 5,580 | +9.6% | 0.25% | +9.8% |
| Q4 2020 | $438,000 | +8.1% | 5,092 | +5.0% | 0.22% | +4.7% |
| Q3 2020 | $405,000 | +52.3% | 4,850 | +27.6% | 0.21% | +29.7% |
| Q2 2020 | $266,000 | +241.0% | 3,800 | +216.7% | 0.16% | +211.3% |
| Q1 2020 | $78,000 | – | 1,200 | – | 0.05% | – |
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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% |