ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,620,559 | -53.3% | 27,905 | -51.5% | 0.24% | -51.4% |
| Q2 2023 | $5,610,573 | +11.3% | 57,568 | +3.3% | 0.49% | +5.1% |
| Q1 2023 | $5,041,468 | -63.5% | 55,738 | -65.8% | 0.47% | -65.9% |
| Q4 2022 | $13,796,313 | -0.1% | 162,788 | -6.4% | 1.38% | -5.2% |
| Q3 2022 | $13,806,000 | +44.3% | 173,855 | +52.5% | 1.45% | +48.8% |
| Q2 2022 | $9,566,000 | -18.4% | 114,015 | -1.4% | 0.98% | -4.2% |
| Q1 2022 | $11,720,000 | -15.6% | 115,639 | -10.2% | 1.02% | -21.3% |
| Q4 2021 | $13,893,000 | +11.8% | 128,759 | +2.0% | 1.30% | +0.3% |
| Q3 2021 | $12,426,000 | +34.7% | 126,208 | +34.8% | 1.29% | +30.1% |
| Q2 2021 | $9,223,000 | +16.8% | 93,660 | +7.8% | 0.99% | +6.0% |
| Q1 2021 | $7,896,000 | -0.7% | 86,895 | -6.0% | 0.94% | -8.9% |
| Q4 2020 | $7,951,000 | +57.5% | 92,423 | +39.5% | 1.03% | +33.3% |
| Q3 2020 | $5,049,000 | +10.5% | 66,245 | +1.5% | 0.77% | +5.9% |
| Q2 2020 | $4,569,000 | +81.3% | 65,278 | +48.9% | 0.73% | +18.0% |
| Q1 2020 | $2,520,000 | – | 43,842 | – | 0.62% | – |
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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% |