ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,202,647 | -91.7% | 12,806 | -91.4% | 0.56% | -91.3% |
| Q2 2023 | $14,447,702 | +1.0% | 148,242 | -6.3% | 6.47% | -5.3% |
| Q1 2023 | $14,303,130 | -31.3% | 158,133 | -35.6% | 6.84% | -32.7% |
| Q4 2022 | $20,808,668 | -1.3% | 245,530 | -7.5% | 10.15% | -19.6% |
| Q3 2022 | $21,080,000 | +2807.6% | 265,459 | +2971.0% | 12.63% | +2865.7% |
| Q2 2022 | $725,000 | – | 8,644 | – | 0.43% | – |
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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% |