ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $362,921,000 | -7.1% | 4,570,219 | -1.8% | 10.14% | -7.2% |
| Q2 2022 | $390,457,000 | -10.4% | 4,653,833 | +8.3% | 10.93% | +5.8% |
| Q1 2022 | $435,701,000 | +17.1% | 4,298,968 | +24.7% | 10.32% | +8.7% |
| Q4 2021 | $372,085,000 | +20.0% | 3,448,422 | +9.5% | 9.49% | +2.6% |
| Q3 2021 | $309,948,000 | +24.0% | 3,147,954 | +24.0% | 9.25% | +4.5% |
| Q2 2021 | $249,884,000 | +37.2% | 2,537,668 | +26.6% | 8.85% | -3.4% |
| Q1 2021 | $182,081,000 | +21.0% | 2,003,757 | +14.6% | 9.16% | -18.3% |
| Q4 2020 | $150,439,000 | +108.2% | 1,748,678 | +84.4% | 11.22% | +71.9% |
| Q3 2020 | $72,252,000 | +125.6% | 948,065 | +107.2% | 6.52% | +35.2% |
| Q2 2020 | $32,025,000 | +261.3% | 457,569 | +222.0% | 4.82% | +89.4% |
| Q1 2020 | $8,865,000 | – | 142,090 | – | 2.55% | – |
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% |