ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,020,827 | -4.0% | 138,652 | -0.3% | 5.03% | -11.5% |
| Q2 2023 | $13,557,386 | +4.4% | 139,107 | -3.1% | 5.68% | -9.9% |
| Q1 2023 | $12,991,462 | +5.5% | 143,631 | -1.1% | 6.31% | -3.6% |
| Q4 2022 | $12,310,738 | +2.9% | 145,259 | -3.6% | 6.54% | -5.7% |
| Q3 2022 | $11,969,000 | -11.8% | 150,721 | -6.8% | 6.94% | -2.4% |
| Q2 2022 | $13,564,000 | -10.5% | 161,670 | +8.1% | 7.11% | -0.4% |
| Q1 2022 | $15,157,000 | +5.6% | 149,547 | +5.0% | 7.13% | +4.9% |
| Q4 2021 | $14,357,000 | +217.3% | 142,364 | +227.2% | 6.80% | +189.0% |
| Q3 2021 | $4,525,000 | +34.4% | 43,507 | +30.1% | 2.35% | +24.2% |
| Q2 2021 | $3,366,000 | – | 33,443 | – | 1.90% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |