ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |