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 | $571,709 | -3.8% | 6,087 | -0.2% | 0.11% | -10.0% |
Q2 2023 | $594,295 | +117.6% | 6,097 | +102.0% | 0.12% | -4.8% |
Q1 2023 | $273,112 | +7.1% | 3,019 | +0.3% | 0.13% | -7.4% |
Q4 2022 | $255,046 | +7.2% | 3,009 | +0.6% | 0.14% | -4.9% |
Q3 2022 | $238,000 | -5.2% | 2,992 | 0.0% | 0.14% | -5.3% |
Q2 2022 | $251,000 | -17.2% | 2,992 | +0.2% | 0.15% | +11.9% |
Q1 2022 | $303,000 | -5.9% | 2,986 | +0.2% | 0.14% | -9.4% |
Q4 2021 | $322,000 | – | 2,980 | – | 0.15% | – |
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% |