ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $694,686 | +3.2% | 7,671 | -1.8% | 0.14% | -7.7% |
| Q4 2022 | $673,411 | -7.6% | 7,814 | -14.8% | 0.16% | -19.6% |
| Q3 2022 | $729,000 | -69.6% | 9,176 | -67.9% | 0.19% | -62.0% |
| Q2 2022 | $2,398,000 | -26.3% | 28,582 | -11.0% | 0.51% | -12.4% |
| Q1 2022 | $3,253,000 | -9.1% | 32,097 | -3.3% | 0.58% | -7.0% |
| Q4 2021 | $3,580,000 | -8.8% | 33,183 | -11.9% | 0.63% | -13.4% |
| Q3 2021 | $3,925,000 | +5.6% | 37,677 | +3.2% | 0.72% | -18.5% |
| Q2 2021 | $3,716,000 | +44.7% | 36,495 | +36.2% | 0.89% | +36.0% |
| Q1 2021 | $2,568,000 | – | 26,795 | – | 0.65% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |