ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358,924 | -4.2% | 3,822 | -0.6% | 0.01% | -13.3% |
| Q2 2023 | $374,831 | -2.3% | 3,846 | -9.4% | 0.02% | -6.2% |
| Q1 2023 | $383,779 | +6.1% | 4,243 | -0.6% | 0.02% | 0.0% |
| Q4 2022 | $361,883 | -9.3% | 4,270 | -15.0% | 0.02% | -15.8% |
| Q3 2022 | $399,000 | -16.4% | 5,021 | -11.7% | 0.02% | -17.4% |
| Q2 2022 | $477,000 | -17.8% | 5,685 | +5.8% | 0.02% | -4.2% |
| Q4 2021 | $580,000 | +18.4% | 5,374 | +8.0% | 0.02% | +4.3% |
| Q3 2021 | $490,000 | +3.4% | 4,978 | +3.9% | 0.02% | 0.0% |
| Q2 2021 | $474,000 | +8.2% | 4,789 | +0.5% | 0.02% | -8.0% |
| Q1 2021 | $438,000 | +3.5% | 4,766 | -3.0% | 0.02% | -19.4% |
| Q4 2020 | $423,000 | -5.6% | 4,913 | -16.3% | 0.03% | -22.5% |
| Q3 2020 | $448,000 | +10.9% | 5,872 | +1.7% | 0.04% | 0.0% |
| Q2 2020 | $404,000 | – | 5,776 | – | 0.04% | – |
Download | ||||||
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% |