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 | $1,010,255 | +39.2% | 10,757 | +44.5% | 0.01% | +8.3% |
Q2 2023 | $725,702 | -86.2% | 7,445 | -87.2% | 0.01% | -86.7% |
Q1 2023 | $5,275,068 | +674.6% | 58,321 | +625.9% | 0.09% | +592.3% |
Q4 2022 | $680,970 | +65.3% | 8,034 | +55.2% | 0.01% | +44.4% |
Q3 2022 | $412,000 | +5.4% | 5,176 | +11.3% | 0.01% | +12.5% |
Q2 2022 | $391,000 | +1.3% | 4,652 | +22.1% | 0.01% | +60.0% |
Q1 2022 | $386,000 | +62.9% | 3,809 | +73.2% | 0.01% | -16.7% |
Q4 2021 | $237,000 | -1.2% | 2,199 | -9.7% | 0.01% | 0.0% |
Q3 2021 | $240,000 | – | 2,435 | – | 0.01% | – |
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% |