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 | $403,784 | -3.6% | 4,300 | 0.0% | 0.09% | -7.0% |
| Q2 2023 | $419,047 | +8.1% | 4,300 | +0.3% | 0.10% | +6.4% |
| Q1 2023 | $387,707 | +7.3% | 4,286 | +0.5% | 0.09% | -1.1% |
| Q4 2022 | $361,388 | +7.2% | 4,264 | +0.5% | 0.10% | -12.8% |
| Q3 2022 | $337,000 | -5.3% | 4,244 | 0.0% | 0.11% | -9.9% |
| Q2 2022 | $356,000 | -17.2% | 4,244 | +0.0% | 0.12% | -4.7% |
| Q1 2022 | $430,000 | -5.5% | 4,242 | +0.5% | 0.13% | -6.6% |
| Q4 2021 | $455,000 | +9.9% | 4,219 | +0.4% | 0.14% | -12.3% |
| Q3 2021 | $414,000 | 0.0% | 4,204 | 0.0% | 0.16% | -4.3% |
| Q2 2021 | $414,000 | +8.7% | 4,204 | +0.3% | 0.16% | -5.3% |
| Q1 2021 | $381,000 | +5.8% | 4,192 | +0.0% | 0.17% | -10.0% |
| Q4 2020 | $360,000 | +13.2% | 4,190 | +0.4% | 0.19% | -7.8% |
| Q3 2020 | $318,000 | – | 4,175 | – | 0.21% | – |
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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% |