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 | $360,545 | -3.3% | 3,825 | 0.0% | 0.05% | -2.0% |
Q2 2023 | $372,785 | +7.8% | 3,825 | 0.0% | 0.05% | -7.4% |
Q1 2023 | $345,971 | +6.7% | 3,825 | 0.0% | 0.05% | +8.0% |
Q4 2022 | $324,169 | -13.1% | 3,825 | -18.6% | 0.05% | -19.4% |
Q3 2022 | $373,000 | -23.3% | 4,701 | -18.8% | 0.06% | -16.2% |
Q2 2022 | $486,000 | -17.2% | 5,792 | 0.0% | 0.07% | -9.8% |
Q1 2022 | $587,000 | -6.1% | 5,792 | 0.0% | 0.08% | -7.9% |
Q4 2021 | $625,000 | +9.6% | 5,792 | 0.0% | 0.09% | -1.1% |
Q3 2021 | $570,000 | 0.0% | 5,792 | 0.0% | 0.09% | -1.1% |
Q2 2021 | $570,000 | +3.8% | 5,792 | -4.2% | 0.09% | -3.2% |
Q1 2021 | $549,000 | +13.9% | 6,045 | +8.0% | 0.09% | +4.4% |
Q4 2020 | $482,000 | – | 5,599 | – | 0.09% | – |
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% |