ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,333 | -3.6% | 2,474 | 0.0% | 0.13% | +2.3% |
| Q2 2023 | $241,116 | +7.8% | 2,474 | 0.0% | 0.13% | -1.5% |
| Q1 2023 | $223,773 | +6.7% | 2,474 | 0.0% | 0.13% | -2.2% |
| Q4 2022 | $209,672 | -13.4% | 2,474 | -18.9% | 0.14% | -23.7% |
| Q3 2022 | $242,000 | -5.5% | 3,049 | 0.0% | 0.18% | -1.1% |
| Q2 2022 | $256,000 | -22.9% | 3,049 | -6.9% | 0.18% | -9.1% |
| Q1 2022 | $332,000 | -5.9% | 3,276 | 0.0% | 0.20% | +8.8% |
| Q4 2021 | $353,000 | +9.3% | 3,276 | 0.0% | 0.18% | +9.7% |
| Q3 2021 | $323,000 | -22.2% | 3,276 | -22.2% | 0.16% | -23.3% |
| Q2 2021 | $415,000 | -71.1% | 4,210 | -73.4% | 0.22% | -72.4% |
| Q1 2021 | $1,437,000 | +12.0% | 15,813 | +6.0% | 0.78% | -10.1% |
| Q4 2020 | $1,283,000 | +21.3% | 14,916 | -1.4% | 0.87% | -2.4% |
| Q3 2020 | $1,058,000 | 0.0% | 15,128 | 0.0% | 0.89% | -0.1% |
| Q2 2020 | $1,058,000 | +29.8% | 15,128 | +6.7% | 0.89% | +14.5% |
| Q1 2020 | $815,000 | – | 14,176 | – | 0.78% | – |
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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% |