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 | $694,183 | -3.6% | 7,392 | 0.0% | 0.09% | -4.3% |
| Q2 2023 | $720,424 | +103.8% | 7,392 | +89.2% | 0.09% | +91.8% |
| Q1 2023 | $353,479 | +7.2% | 3,908 | +0.4% | 0.05% | +2.1% |
| Q4 2022 | $329,762 | -21.1% | 3,891 | -26.2% | 0.05% | -37.7% |
| Q3 2022 | $418,000 | +34.0% | 5,269 | +41.7% | 0.08% | -1.3% |
| Q2 2022 | $312,000 | +55.2% | 3,719 | +67.5% | 0.08% | +5.4% |
| Q1 2021 | $201,000 | -28.7% | 2,220 | -32.3% | 0.07% | -28.2% |
| Q4 2020 | $282,000 | – | 3,280 | – | 0.10% | – |
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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% |