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 2022 | $225,000 | -5.5% | 2,839 | 0.0% | 0.23% | 0.0% |
| Q2 2022 | $238,000 | -29.8% | 2,839 | -15.0% | 0.23% | -23.0% |
| Q1 2022 | $339,000 | -5.8% | 3,340 | +0.0% | 0.30% | +0.3% |
| Q4 2021 | $360,000 | +9.4% | 3,339 | 0.0% | 0.30% | +1.7% |
| Q3 2021 | $329,000 | +11.5% | 3,339 | +11.5% | 0.29% | +9.7% |
| Q2 2021 | $295,000 | +7.7% | 2,995 | -0.7% | 0.27% | +10.3% |
| Q1 2021 | $274,000 | -3.9% | 3,015 | -8.8% | 0.24% | -6.2% |
| Q4 2020 | $285,000 | – | 3,307 | – | 0.26% | – |
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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% |