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 | $15,407,395 | +5.5% | 164,240 | +9.6% | 6.87% | +9.7% |
| Q2 2023 | $14,600,677 | +137.1% | 149,812 | +120.1% | 6.26% | +101.1% |
| Q1 2023 | $6,157,195 | -18.2% | 68,073 | -23.4% | 3.12% | -26.4% |
| Q4 2022 | $7,529,614 | +25.2% | 88,845 | +17.3% | 4.23% | +4.2% |
| Q3 2022 | $6,016,000 | +3.9% | 75,765 | +9.8% | 4.06% | +23.2% |
| Q2 2022 | $5,791,000 | -35.7% | 69,026 | -22.3% | 3.30% | -23.9% |
| Q1 2022 | $9,006,000 | +287.9% | 88,862 | +312.9% | 4.34% | +317.6% |
| Q4 2021 | $2,322,000 | +76.3% | 21,524 | +72.3% | 1.04% | +66.3% |
| Q3 2021 | $1,317,000 | +462.8% | 12,493 | +426.2% | 0.62% | +407.3% |
| Q2 2021 | $234,000 | – | 2,374 | – | 0.12% | – |
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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% |