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 | $313,241 | -23.0% | 3,336 | -20.1% | 0.08% | -22.3% |
| Q2 2023 | $407,046 | -30.1% | 4,177 | -35.1% | 0.10% | -32.7% |
| Q1 2023 | $582,535 | -39.2% | 6,440 | -43.1% | 0.15% | -45.0% |
| Q4 2022 | $958,761 | -95.5% | 11,313 | -95.8% | 0.28% | -95.9% |
| Q3 2022 | $21,245,000 | -5.0% | 267,529 | +0.4% | 6.74% | -2.6% |
| Q2 2022 | $22,367,000 | -32.2% | 266,586 | -18.1% | 6.91% | -40.8% |
| Q1 2022 | $32,979,000 | -1.7% | 325,394 | +4.7% | 11.69% | +6.9% |
| Q4 2021 | $33,541,000 | +39.5% | 310,850 | +27.3% | 10.93% | +14.7% |
| Q3 2021 | $24,050,000 | +20.8% | 244,262 | +20.9% | 9.53% | +9.0% |
| Q2 2021 | $19,901,000 | +134.1% | 202,101 | +116.0% | 8.75% | +73.8% |
| Q1 2021 | $8,501,000 | – | 93,553 | – | 5.03% | – |
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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% |