ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $32,435,000 | +16.5% | 300,601 | +6.3% | 12.12% | +6.2% |
| Q3 2021 | $27,833,000 | +4.3% | 282,683 | +4.3% | 11.41% | +4.1% |
| Q2 2021 | $26,678,000 | +12.9% | 270,930 | +4.2% | 10.96% | +0.9% |
| Q1 2021 | $23,623,000 | +4.3% | 259,965 | -1.3% | 10.86% | -0.7% |
| Q4 2020 | $22,659,000 | +12.3% | 263,385 | -0.5% | 10.93% | -11.9% |
| Q3 2020 | $20,172,000 | -9.0% | 264,685 | -16.4% | 12.41% | -10.3% |
| Q2 2020 | $22,172,000 | +581.6% | 316,793 | +459.9% | 13.83% | +225.2% |
| Q1 2020 | $3,253,000 | -13.7% | 56,580 | +11.3% | 4.25% | +5.5% |
| Q4 2019 | $3,771,000 | – | 50,837 | – | 4.03% | – |
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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% |