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 2023 | $785,620 | -11.3% | 8,254 | -8.2% | 0.16% | -9.5% |
| Q2 2023 | $885,563 | -6.1% | 8,996 | -13.7% | 0.18% | -14.8% |
| Q1 2023 | $942,945 | -3.3% | 10,425 | -2.2% | 0.21% | -1.9% |
| Q4 2022 | $974,978 | -4.8% | 10,661 | -17.4% | 0.21% | -20.7% |
| Q3 2022 | $1,024,000 | +0.9% | 12,901 | +6.7% | 0.27% | +5.9% |
| Q2 2022 | $1,015,000 | -16.3% | 12,092 | +1.0% | 0.26% | -2.7% |
| Q1 2022 | $1,213,000 | +3.9% | 11,972 | +4.0% | 0.26% | +2.7% |
| Q4 2021 | $1,167,000 | +13.5% | 11,507 | +10.2% | 0.26% | +5.4% |
| Q3 2021 | $1,028,000 | +3.4% | 10,438 | +3.4% | 0.24% | -5.5% |
| Q2 2021 | $994,000 | +31.5% | 10,097 | +21.3% | 0.26% | +19.6% |
| Q1 2021 | $756,000 | +18.5% | 8,321 | +15.7% | 0.21% | +12.0% |
| Q4 2020 | $638,000 | +85.5% | 7,190 | +59.1% | 0.19% | +61.9% |
| Q3 2020 | $344,000 | +27.4% | 4,520 | +17.3% | 0.12% | +12.4% |
| Q2 2020 | $270,000 | – | 3,852 | – | 0.10% | – |
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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% |