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 | $245,227 | -15.3% | 2,611 | -12.1% | 0.11% | -26.0% |
Q2 2023 | $289,680 | -17.7% | 2,972 | -14.4% | 0.15% | -27.9% |
Q1 2023 | $351,869 | +16.7% | 3,472 | -2.4% | 0.21% | +2.0% |
Q4 2022 | $301,609 | +7.0% | 3,559 | +0.2% | 0.20% | +17.2% |
Q3 2022 | $282,000 | -10.2% | 3,552 | -5.0% | 0.17% | -0.6% |
Q2 2022 | $314,000 | -10.8% | 3,737 | +7.6% | 0.18% | +15.1% |
Q1 2022 | $352,000 | +10.7% | 3,472 | +18.0% | 0.15% | +10.9% |
Q4 2021 | $318,000 | +11.2% | 2,943 | +1.2% | 0.14% | -16.5% |
Q3 2021 | $286,000 | -0.7% | 2,908 | -0.5% | 0.16% | +3.1% |
Q2 2021 | $288,000 | +70.4% | 2,922 | +57.4% | 0.16% | +51.4% |
Q1 2021 | $169,000 | +445.2% | 1,857 | +418.7% | 0.10% | +337.5% |
Q4 2020 | $31,000 | -24.4% | 358 | -35.3% | 0.02% | -36.8% |
Q3 2020 | $41,000 | – | 553 | – | 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% |