ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $822,761 | -43.4% | 8,510 | -42.5% | 0.32% | -39.6% |
Q2 2023 | $1,453,932 | -20.1% | 14,810 | -25.5% | 0.54% | -25.8% |
Q1 2023 | $1,818,598 | -59.3% | 19,869 | -60.7% | 0.72% | -69.4% |
Q4 2022 | $4,467,873 | -5.8% | 50,587 | -8.9% | 2.35% | -11.6% |
Q3 2022 | $4,743,000 | -13.8% | 55,527 | -6.5% | 2.66% | -8.5% |
Q2 2022 | $5,500,000 | -4.7% | 59,405 | -4.7% | 2.91% | -9.6% |
Q1 2022 | $5,773,000 | -1.5% | 62,305 | +7.9% | 3.22% | -41.4% |
Q4 2021 | $5,858,000 | +6.0% | 57,757 | +12.4% | 5.50% | +8.6% |
Q3 2021 | $5,524,000 | -60.6% | 51,400 | -63.1% | 5.06% | +65.0% |
Q2 2021 | $14,037,000 | +57.1% | 139,122 | +49.9% | 3.07% | +16.0% |
Q1 2021 | $8,936,000 | -28.7% | 92,820 | -36.0% | 2.64% | -30.8% |
Q4 2020 | $12,535,000 | +14.3% | 145,135 | +2.8% | 3.82% | -14.8% |
Q3 2020 | $10,970,000 | – | 141,142 | – | 4.48% | – |
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% |