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 | $1,075,908 | -6.8% | 11,457 | -3.3% | 0.16% | -4.3% |
| Q2 2023 | $1,154,492 | +7.4% | 11,846 | -0.3% | 0.16% | 0.0% |
| Q1 2023 | $1,074,897 | +236.9% | 11,884 | +215.6% | 0.16% | +215.4% |
| Q4 2022 | $319,044 | +2.3% | 3,765 | -4.2% | 0.05% | -13.3% |
| Q3 2022 | $312,000 | -15.9% | 3,930 | -11.1% | 0.06% | -11.8% |
| Q2 2022 | $371,000 | -23.0% | 4,422 | -7.0% | 0.07% | -16.0% |
| Q1 2022 | $482,000 | +57.5% | 4,755 | +67.9% | 0.08% | +39.7% |
| Q4 2021 | $306,000 | +17.7% | 2,832 | +7.3% | 0.06% | +5.5% |
| Q3 2021 | $260,000 | -69.8% | 2,639 | -69.9% | 0.06% | -70.7% |
| Q2 2021 | $862,000 | +21.8% | 8,756 | +12.4% | 0.19% | +9.9% |
| Q1 2021 | $708,000 | +25.3% | 7,792 | +18.6% | 0.17% | +205.4% |
| Q4 2020 | $565,000 | +49.9% | 6,571 | +32.8% | 0.06% | +27.3% |
| Q3 2020 | $377,000 | +52.6% | 4,947 | +40.3% | 0.04% | +63.0% |
| Q2 2020 | $247,000 | – | 3,527 | – | 0.03% | – |
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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% |