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 | $678,055 | -3.6% | 7,220 | 0.0% | 0.08% | -8.7% |
| Q2 2023 | $703,687 | +7.7% | 7,220 | -0.1% | 0.09% | +2.2% |
| Q1 2023 | $653,435 | +28.1% | 7,224 | +20.0% | 0.09% | -16.7% |
| Q4 2022 | $510,195 | -12.9% | 6,020 | -18.5% | 0.11% | -17.6% |
| Q3 2022 | $586,000 | -5.3% | 7,382 | 0.0% | 0.13% | +0.8% |
| Q2 2022 | $619,000 | -17.2% | 7,382 | 0.0% | 0.13% | -8.5% |
| Q1 2022 | $748,000 | +23.2% | 7,382 | +31.3% | 0.14% | +23.5% |
| Q4 2021 | $607,000 | +43.8% | 5,623 | +31.3% | 0.12% | +30.7% |
| Q3 2021 | $422,000 | +19.9% | 4,281 | +19.7% | 0.09% | +18.9% |
| Q2 2021 | $352,000 | – | 3,575 | – | 0.07% | – |
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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% |