ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,212,965 | -23.7% | 34,213 | -20.8% | 0.35% | -21.7% |
| Q2 2023 | $4,210,830 | +9.6% | 43,206 | +1.7% | 0.45% | +3.5% |
| Q1 2023 | $3,842,347 | -42.5% | 42,480 | -46.1% | 0.43% | -43.1% |
| Q4 2022 | $6,679,917 | -13.7% | 78,819 | -19.2% | 0.76% | -26.3% |
| Q3 2022 | $7,743,000 | +3.3% | 97,500 | +9.1% | 1.03% | +8.8% |
| Q2 2022 | $7,498,000 | -18.2% | 89,370 | -1.2% | 0.94% | -5.2% |
| Q1 2022 | $9,170,000 | +5.8% | 90,478 | +12.6% | 1.00% | +10.7% |
| Q4 2021 | $8,666,000 | +10.7% | 80,319 | +1.0% | 0.90% | 0.0% |
| Q3 2021 | $7,830,000 | +30.3% | 79,527 | +30.3% | 0.90% | +23.9% |
| Q2 2021 | $6,009,000 | +7.0% | 61,024 | -1.2% | 0.73% | -0.8% |
| Q1 2021 | $5,614,000 | +4.6% | 61,779 | -1.0% | 0.73% | -2.7% |
| Q4 2020 | $5,366,000 | +61.5% | 62,377 | +43.1% | 0.75% | +59.2% |
| Q3 2020 | $3,323,000 | +12.1% | 43,604 | +3.0% | 0.47% | -10.9% |
| Q2 2020 | $2,963,000 | +168.4% | 42,338 | +120.4% | 0.53% | +113.3% |
| Q1 2020 | $1,104,000 | +55.9% | 19,212 | +94.8% | 0.25% | +102.4% |
| Q4 2019 | $708,000 | – | 9,862 | – | 0.12% | – |
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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% |