ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $317,649 | +3.2% | 3,382 | +7.1% | 0.24% | +16.8% |
| Q2 2023 | $307,667 | +4.0% | 3,157 | -3.4% | 0.20% | -5.2% |
| Q1 2023 | $295,723 | +8.6% | 3,269 | +1.7% | 0.21% | -7.4% |
| Q4 2022 | $272,297 | -76.1% | 3,213 | -77.6% | 0.23% | -75.5% |
| Q3 2022 | $1,137,000 | +32.7% | 14,321 | +40.2% | 0.94% | +44.2% |
| Q2 2022 | $857,000 | -66.4% | 10,212 | -59.4% | 0.65% | -59.3% |
| Q1 2022 | $2,551,000 | -2.2% | 25,170 | +4.1% | 1.60% | +7.2% |
| Q4 2021 | $2,609,000 | +13.0% | 24,183 | +3.2% | 1.49% | +11.0% |
| Q3 2021 | $2,308,000 | +7.4% | 23,439 | +7.4% | 1.34% | +9.1% |
| Q2 2021 | $2,149,000 | +8.3% | 21,822 | -0.1% | 1.23% | -2.5% |
| Q1 2021 | $1,984,000 | +6.4% | 21,837 | +0.8% | 1.26% | -8.8% |
| Q4 2020 | $1,864,000 | – | 21,665 | – | 1.38% | – |
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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% |