ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 331 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $622,060 | -3.5% | 6,624 | +0.1% | 0.14% | 0.0% |
| Q2 2023 | $644,893 | +7.0% | 6,617 | -0.7% | 0.14% | +1.5% |
| Q1 2023 | $602,668 | +6.8% | 6,663 | +0.0% | 0.13% | +3.1% |
| Q4 2022 | $564,520 | +17.4% | 6,661 | +9.9% | 0.13% | +4.9% |
| Q3 2022 | $481,000 | -7.7% | 6,060 | -2.4% | 0.12% | -3.1% |
| Q2 2022 | $521,000 | -23.9% | 6,212 | -8.1% | 0.13% | -16.4% |
| Q1 2022 | $685,000 | +16.7% | 6,762 | +24.4% | 0.15% | +16.0% |
| Q4 2021 | $587,000 | +41.8% | 5,437 | +29.4% | 0.13% | +23.6% |
| Q3 2021 | $414,000 | +1.0% | 4,203 | +1.0% | 0.11% | -26.9% |
| Q2 2021 | $410,000 | +8.2% | 4,162 | -0.1% | 0.14% | -1.4% |
| Q1 2021 | $379,000 | +11.8% | 4,167 | +5.7% | 0.15% | +5.0% |
| Q4 2020 | $339,000 | +24.6% | 3,943 | +10.3% | 0.14% | +10.2% |
| Q3 2020 | $272,000 | +24.8% | 3,575 | +15.0% | 0.13% | +15.5% |
| Q2 2020 | $218,000 | +1.4% | 3,109 | -16.7% | 0.11% | -22.0% |
| Q1 2020 | $215,000 | – | 3,732 | – | 0.14% | – |
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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% |