ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,461,056 | +94319.8% | 79,449 | -2.0% | 2.96% | -0.4% |
| Q2 2023 | $7,902 | +8.2% | 81,077 | +0.4% | 2.97% | +4.0% |
| Q1 2023 | $7,306 | +1.4% | 80,763 | -5.0% | 2.86% | -1.9% |
| Q4 2022 | $7,206 | -99.9% | 85,003 | +7.3% | 2.91% | -2.2% |
| Q3 2022 | $6,291,000 | -5.7% | 79,229 | -0.3% | 2.98% | -4.3% |
| Q2 2022 | $6,671,000 | -14.6% | 79,455 | +2.9% | 3.11% | -1.7% |
| Q1 2022 | $7,815,000 | -5.0% | 77,216 | +1.2% | 3.17% | +1.2% |
| Q4 2021 | $8,229,000 | +10.6% | 76,266 | +0.9% | 3.13% | +11.2% |
| Q3 2021 | $7,441,000 | – | 75,570 | – | 2.82% | – |
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% |