ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $608,443 | -2.8% | 6,479 | +0.9% | 0.16% | -3.0% |
| Q2 2023 | $625,693 | +7.5% | 6,420 | -0.2% | 0.17% | +1.8% |
| Q1 2023 | $582,046 | +7.2% | 6,435 | +0.4% | 0.16% | +0.6% |
| Q4 2022 | $543,078 | +7.8% | 6,408 | +1.1% | 0.16% | 0.0% |
| Q3 2022 | $504,000 | +21.2% | 6,341 | +28.0% | 0.16% | +24.6% |
| Q2 2022 | $416,000 | -99.9% | 4,953 | -6.0% | 0.13% | -14.5% |
| Q1 2022 | $534,000,000 | +103188.2% | 5,268 | +0.5% | 0.15% | -40.2% |
| Q3 2021 | $517,000 | -2.6% | 5,240 | -2.8% | 0.25% | +30.3% |
| Q2 2021 | $531,000 | +7.3% | 5,389 | -1.1% | 0.20% | +1.6% |
| Q1 2021 | $495,000 | -29.8% | 5,448 | -33.5% | 0.19% | -36.8% |
| Q4 2020 | $705,000 | +67.5% | 8,198 | +48.4% | 0.30% | +35.1% |
| Q3 2020 | $421,000 | +8.8% | 5,526 | 0.0% | 0.22% | -34.0% |
| Q2 2020 | $387,000 | +20.2% | 5,526 | -1.5% | 0.34% | -0.9% |
| Q1 2020 | $322,000 | -34.7% | 5,609 | -18.8% | 0.34% | -27.6% |
| Q4 2019 | $493,000 | – | 6,908 | – | 0.48% | – |
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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% |