ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,188,465 | -29.7% | 75,788 | -27.6% | 1.85% | -27.1% |
| Q2 2023 | $10,226,065 | +8.4% | 104,732 | +1.3% | 2.54% | +2.5% |
| Q1 2023 | $9,433,131 | -54.6% | 103,377 | -55.9% | 2.48% | -55.9% |
| Q4 2022 | $20,799,742 | -9.1% | 234,337 | -14.1% | 5.61% | -20.2% |
| Q3 2022 | $22,888,000 | -6.1% | 272,896 | +2.6% | 7.04% | -0.4% |
| Q2 2022 | $24,377,000 | -11.8% | 265,980 | -7.8% | 7.06% | -3.8% |
| Q1 2022 | $27,642,000 | +8.4% | 288,356 | +19.2% | 7.34% | +9.8% |
| Q4 2021 | $25,498,000 | +13.3% | 241,874 | +10.1% | 6.69% | +8.1% |
| Q3 2021 | $22,496,000 | +8.8% | 219,649 | +6.3% | 6.19% | +4.4% |
| Q2 2021 | $20,680,000 | +23.9% | 206,555 | +15.3% | 5.92% | +9.1% |
| Q1 2021 | $16,686,000 | +9.1% | 179,093 | +5.8% | 5.43% | +4.3% |
| Q4 2020 | $15,295,000 | +52.8% | 169,210 | +27.3% | 5.21% | +29.6% |
| Q3 2020 | $10,007,000 | +25.2% | 132,947 | +26.5% | 4.02% | +24.7% |
| Q2 2020 | $7,991,000 | +11.7% | 105,075 | -8.1% | 3.22% | -9.9% |
| Q1 2020 | $7,154,000 | – | 114,328 | – | 3.58% | – |
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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% |