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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $371,768 | +10.3% | 3,815 | +2.4% | 0.11% | 0.0% |
| Q1 2023 | $337,048 | -71.7% | 3,726 | -73.4% | 0.11% | -73.7% |
| Q4 2022 | $1,189,021 | -10.0% | 14,030 | -15.6% | 0.43% | -16.6% |
| Q3 2022 | $1,321,000 | -5.0% | 16,630 | +0.3% | 0.51% | -1.7% |
| Q2 2022 | $1,391,000 | -15.9% | 16,582 | +1.6% | 0.52% | -3.5% |
| Q1 2022 | $1,654,000 | +8.9% | 16,316 | +15.9% | 0.54% | +9.1% |
| Q4 2021 | $1,519,000 | -27.1% | 14,081 | -33.5% | 0.49% | -19.7% |
| Q3 2021 | $2,083,000 | +7.3% | 21,160 | +7.3% | 0.62% | +7.0% |
| Q2 2021 | $1,942,000 | +9.5% | 19,724 | +1.0% | 0.58% | -5.1% |
| Q1 2021 | $1,774,000 | -8.8% | 19,524 | -13.7% | 0.61% | -13.1% |
| Q4 2020 | $1,945,000 | +75.5% | 22,611 | +55.5% | 0.70% | +53.2% |
| Q3 2020 | $1,108,000 | +213.9% | 14,543 | +188.0% | 0.46% | +135.8% |
| Q2 2020 | $353,000 | – | 5,050 | – | 0.19% | – |
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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% |