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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,117,507 | -3.5% | 11,900 | +0.1% | 0.15% | -2.0% |
| Q2 2023 | $1,158,289 | +7.2% | 11,885 | -0.5% | 0.15% | +0.7% |
| Q1 2023 | $1,080,657 | +6.6% | 11,948 | -0.1% | 0.15% | -1.3% |
| Q4 2022 | $1,013,655 | +12.4% | 11,961 | +5.3% | 0.15% | +5.6% |
| Q3 2022 | $902,000 | +6.9% | 11,364 | +13.0% | 0.14% | +25.2% |
| Q2 2022 | $844,000 | +17.9% | 10,059 | +42.4% | 0.12% | +30.7% |
| Q1 2022 | $716,000 | -5.7% | 7,066 | +0.5% | 0.09% | 0.0% |
| Q4 2021 | $759,000 | +9.4% | 7,031 | -0.2% | 0.09% | +1.1% |
| Q3 2021 | $694,000 | +75.7% | 7,044 | +75.4% | 0.09% | +70.6% |
| Q2 2021 | $395,000 | +507.7% | 4,016 | +460.1% | 0.05% | +466.7% |
| Q1 2021 | $65,000 | +75.7% | 717 | +67.1% | 0.01% | +50.0% |
| Q4 2020 | $37,000 | – | 429 | – | 0.01% | – |
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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% |