ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,246,831 | -46.2% | 66,240 | -44.4% | 0.39% | -43.0% |
| Q2 2023 | $11,612,466 | +7.2% | 119,151 | -0.5% | 0.69% | -6.4% |
| Q1 2023 | $10,831,035 | -63.3% | 119,746 | -65.7% | 0.74% | -66.1% |
| Q4 2022 | $29,545,863 | -6.4% | 348,624 | -12.3% | 2.17% | -7.7% |
| Q3 2022 | $31,567,000 | -6.7% | 397,517 | -1.4% | 2.35% | -3.3% |
| Q2 2022 | $33,816,000 | -18.4% | 403,046 | -1.4% | 2.43% | +3.6% |
| Q1 2022 | $41,448,000 | -4.5% | 408,960 | +1.6% | 2.35% | -4.4% |
| Q4 2021 | $43,421,000 | +19.5% | 402,423 | +9.0% | 2.46% | +2.2% |
| Q3 2021 | $36,344,000 | +28.1% | 369,120 | +28.1% | 2.40% | +21.2% |
| Q2 2021 | $28,367,000 | +3.5% | 288,082 | -4.5% | 1.98% | -8.1% |
| Q1 2021 | $27,400,000 | -19.5% | 301,527 | -23.8% | 2.16% | -30.3% |
| Q4 2020 | $34,041,000 | +85.0% | 395,691 | +63.9% | 3.09% | +56.6% |
| Q3 2020 | $18,400,000 | -6.4% | 241,440 | -14.0% | 1.98% | -20.3% |
| Q2 2020 | $19,652,000 | +132.6% | 280,778 | +91.1% | 2.48% | +85.5% |
| Q1 2020 | $8,449,000 | – | 146,958 | – | 1.34% | – |
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% |