ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $436,218 | -30.3% | 4,645 | -27.6% | 0.24% | -32.9% |
| Q2 2023 | $625,602 | +11.5% | 6,419 | +3.5% | 0.36% | +0.8% |
| Q1 2023 | $560,926 | -58.3% | 6,202 | -60.9% | 0.36% | -63.1% |
| Q4 2022 | $1,345,929 | +2.9% | 15,881 | -3.6% | 0.96% | +3.4% |
| Q3 2022 | $1,308,000 | -1.8% | 16,475 | +3.7% | 0.93% | +23.1% |
| Q2 2022 | $1,332,000 | -20.1% | 15,881 | -3.5% | 0.76% | -5.0% |
| Q1 2022 | $1,668,000 | +4.6% | 16,462 | +11.4% | 0.80% | +8.3% |
| Q4 2021 | $1,595,000 | +17.4% | 14,782 | +7.1% | 0.74% | +4.2% |
| Q3 2021 | $1,359,000 | +2.3% | 13,807 | +2.3% | 0.71% | -1.1% |
| Q2 2021 | $1,329,000 | +21.4% | 13,492 | +12.0% | 0.71% | +13.9% |
| Q1 2021 | $1,095,000 | +0.1% | 12,048 | -5.3% | 0.63% | -11.8% |
| Q4 2020 | $1,094,000 | +49.5% | 12,722 | +32.3% | 0.71% | +11.8% |
| Q3 2020 | $732,000 | +147.3% | 9,616 | +127.1% | 0.64% | +97.5% |
| Q2 2020 | $296,000 | – | 4,234 | – | 0.32% | – |
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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% |