ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,812,588 | -22.9% | 29,823 | -20.3% | 0.19% | -26.4% |
| Q2 2023 | $3,648,244 | +6.5% | 37,433 | -1.1% | 0.26% | -2.3% |
| Q1 2023 | $3,424,873 | -14.6% | 37,865 | -20.0% | 0.26% | -32.3% |
| Q4 2022 | $4,010,013 | -6.7% | 47,315 | -12.6% | 0.39% | -13.1% |
| Q3 2022 | $4,299,000 | +69.9% | 54,146 | +79.5% | 0.45% | +87.9% |
| Q2 2022 | $2,530,000 | -66.8% | 30,165 | -59.9% | 0.24% | -62.7% |
| Q1 2022 | $7,620,000 | -0.9% | 75,186 | +5.5% | 0.64% | -1.1% |
| Q4 2021 | $7,692,000 | +23.4% | 71,290 | +12.6% | 0.65% | -8.1% |
| Q3 2021 | $6,233,000 | +17.1% | 63,307 | +17.1% | 0.70% | +10.2% |
| Q2 2021 | $5,324,000 | +42.5% | 54,076 | +31.5% | 0.64% | +6.9% |
| Q1 2021 | $3,737,000 | +40.9% | 41,133 | +33.4% | 0.60% | +7.9% |
| Q4 2020 | $2,652,000 | +119.4% | 30,836 | +94.3% | 0.55% | +86.5% |
| Q3 2020 | $1,209,000 | +59.3% | 15,872 | +46.3% | 0.30% | +35.6% |
| Q2 2020 | $759,000 | – | 10,851 | – | 0.22% | – |
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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% |