ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,947,595 | -12.4% | 42,036 | -9.1% | 0.20% | -8.8% |
| Q2 2023 | $4,507,090 | -62.3% | 46,246 | -65.0% | 0.22% | -70.4% |
| Q1 2023 | $11,946,842 | -4.3% | 132,082 | -10.3% | 0.73% | -17.2% |
| Q4 2022 | $12,477,901 | +120.7% | 147,232 | +106.8% | 0.88% | +89.9% |
| Q3 2022 | $5,654,000 | -6.7% | 71,198 | -1.4% | 0.47% | -7.5% |
| Q2 2022 | $6,060,000 | -27.0% | 72,225 | -11.9% | 0.50% | -14.6% |
| Q1 2022 | $8,306,000 | -4.8% | 81,953 | +1.3% | 0.59% | -9.5% |
| Q4 2021 | $8,726,000 | +218050.0% | 80,867 | +139325.9% | 0.65% | +32500.0% |
| Q2 2020 | $4,000 | – | 58 | – | 0.00% | – |
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% |