ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,228,457 | -48.1% | 108,918 | -46.1% | 2.42% | -47.1% |
| Q2 2023 | $19,706,741 | +11.5% | 202,203 | +3.5% | 4.57% | +6.4% |
| Q1 2023 | $17,671,049 | -6.8% | 195,368 | -12.6% | 4.30% | -6.0% |
| Q4 2022 | $18,953,105 | -18.4% | 223,635 | -19.2% | 4.57% | -20.8% |
| Q3 2022 | $23,239,000 | +1.9% | 276,653 | +2.4% | 5.78% | +4.0% |
| Q2 2022 | $22,799,000 | -13.4% | 270,132 | +4.0% | 5.55% | +15.6% |
| Q1 2022 | $26,329,000 | +827.7% | 259,785 | +887.7% | 4.80% | +843.8% |
| Q4 2021 | $2,838,000 | +307.2% | 26,301 | +271.7% | 0.51% | +271.5% |
| Q3 2021 | $697,000 | – | 7,075 | – | 0.14% | – |
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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% |