ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $137,221,856 | -0.0% | 1,461,206 | +3.8% | 0.59% | +1.5% |
| Q2 2023 | $137,234,887 | +21.3% | 1,408,115 | +12.5% | 0.58% | +13.2% |
| Q1 2023 | $113,164,980 | +20.4% | 1,251,133 | +12.8% | 0.51% | +12.7% |
| Q4 2022 | $93,996,818 | +11.2% | 1,109,107 | +4.2% | 0.46% | +1.3% |
| Q3 2022 | $84,561,000 | +14.7% | 1,064,866 | +21.2% | 0.45% | +21.6% |
| Q2 2022 | $73,709,000 | -3.9% | 878,529 | +16.0% | 0.37% | +10.1% |
| Q1 2022 | $76,734,000 | +61.6% | 757,114 | +72.0% | 0.34% | +67.2% |
| Q4 2021 | $47,497,000 | +106.5% | 440,186 | +88.4% | 0.20% | +87.9% |
| Q3 2021 | $23,003,000 | +687.0% | 233,630 | +687.1% | 0.11% | +664.3% |
| Q2 2021 | $2,923,000 | – | 29,682 | – | 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% |