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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $183,312 | -4.2% | 1,952 | -0.6% | 0.04% | -4.9% |
| Q2 2023 | $191,314 | +117.6% | 1,963 | +102.0% | 0.04% | +64.0% |
| Q1 2023 | $87,917 | -49.5% | 972 | -52.7% | 0.02% | -51.9% |
| Q4 2022 | $174,077 | -40.2% | 2,054 | -44.0% | 0.05% | -43.5% |
| Q3 2022 | $291,000 | -35.0% | 3,665 | -31.4% | 0.09% | -25.2% |
| Q2 2022 | $448,000 | -13.7% | 5,340 | +4.3% | 0.12% | -8.2% |
| Q1 2022 | $519,000 | -2.6% | 5,118 | +3.7% | 0.13% | +3.1% |
| Q4 2021 | $533,000 | – | 4,937 | – | 0.13% | – |
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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% |