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 | $2,013,575 | -54.0% | 21,441 | -52.3% | 0.85% | -52.6% |
| Q2 2023 | $4,382,049 | +5.3% | 44,963 | -2.3% | 1.79% | +1.2% |
| Q1 2023 | $4,161,008 | +33389.0% | 46,003 | -68.6% | 1.77% | -68.3% |
| Q4 2022 | $12,425 | -99.9% | 146,603 | -14.4% | 5.57% | -13.5% |
| Q3 2022 | $13,667,000 | -2.5% | 171,262 | +2.5% | 6.44% | +1.8% |
| Q2 2022 | $14,016,000 | -11.2% | 167,052 | +7.3% | 6.33% | -0.8% |
| Q1 2022 | $15,786,000 | +2.9% | 155,757 | +2.2% | 6.38% | +3.4% |
| Q4 2021 | $15,334,000 | +10.7% | 152,444 | +8.3% | 6.17% | +5.5% |
| Q3 2021 | $13,856,000 | +18.2% | 140,731 | +18.2% | 5.85% | +17.1% |
| Q2 2021 | $11,720,000 | +16.5% | 119,026 | +7.5% | 5.00% | +8.3% |
| Q1 2021 | $10,059,000 | +9.0% | 110,696 | +3.2% | 4.61% | +10.2% |
| Q4 2020 | $9,231,000 | +72.9% | 107,301 | +53.2% | 4.19% | +57.5% |
| Q3 2020 | $5,339,000 | +23.4% | 70,062 | +13.4% | 2.66% | +15.3% |
| Q2 2020 | $4,325,000 | +141.5% | 61,792 | +98.4% | 2.31% | +112.2% |
| Q1 2020 | $1,791,000 | – | 31,149 | – | 1.09% | – |
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% |