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 | $6,728,323 | -6.1% | 71,647 | -2.5% | 3.98% | -4.9% |
| Q2 2023 | $7,163,944 | +1.3% | 73,507 | -6.0% | 4.18% | -9.3% |
| Q1 2023 | $7,075,226 | +5.4% | 78,223 | -1.3% | 4.61% | -3.1% |
| Q4 2022 | $6,713,429 | -80.6% | 79,215 | -81.8% | 4.76% | -81.8% |
| Q3 2022 | $34,631,000 | -99.9% | 436,105 | +2.3% | 26.21% | -4.9% |
| Q2 2022 | $35,770,034,000 | +94891.6% | 426,341 | +14.7% | 27.56% | +6.8% |
| Q1 2022 | $37,656,000 | +7.5% | 371,581 | +14.5% | 25.82% | -1.5% |
| Q4 2021 | $35,024,000 | +17.3% | 324,662 | +7.0% | 26.21% | -9.7% |
| Q3 2021 | $29,862,000 | +7.3% | 303,485 | +7.3% | 29.01% | -4.2% |
| Q2 2021 | $27,830,000 | +17.6% | 282,832 | +8.7% | 30.28% | +8.8% |
| Q1 2021 | $23,661,000 | +3.1% | 260,261 | -2.4% | 27.84% | -0.8% |
| Q4 2020 | $22,949,000 | – | 266,691 | – | 28.08% | – |
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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% |