ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $646,195 | -99.1% | 6,881 | -99.0% | 0.00% | -99.3% |
| Q2 2023 | $74,822,159 | +30290.2% | 695,244 | +25441.7% | 0.27% | +27100.0% |
| Q1 2023 | $246,205 | +243.8% | 2,722 | +222.1% | 0.00% | – |
| Q4 2022 | $71,614 | -90.4% | 845 | -91.0% | 0.00% | -100.0% |
| Q3 2022 | $748,000 | -95.0% | 9,418 | -93.2% | 0.00% | -96.5% |
| Q4 2021 | $14,873,000 | +185.1% | 137,843 | +160.2% | 0.12% | +76.9% |
| Q3 2021 | $5,216,000 | +7246.5% | 52,975 | +7227.1% | 0.06% | +6400.0% |
| Q2 2021 | $71,000 | – | 723 | – | 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% |