ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $297,126 | +8.6% | 3,049 | +0.8% | 0.12% | +6.1% |
| Q1 2023 | $273,647 | -63.1% | 3,025 | -65.4% | 0.12% | -64.5% |
| Q4 2022 | $740,961 | -12.4% | 8,743 | -18.0% | 0.32% | -19.2% |
| Q3 2022 | $846,000 | -8.6% | 10,656 | -3.5% | 0.40% | -7.0% |
| Q2 2022 | $926,000 | -34.0% | 11,039 | -15.0% | 0.43% | -31.5% |
| Q1 2022 | $1,402,000 | 0.0% | 12,989 | 0.0% | 0.63% | 0.0% |
| Q4 2021 | $1,402,000 | +16.6% | 12,989 | +6.4% | 0.63% | -7.0% |
| Q3 2021 | $1,202,000 | +28.1% | 12,203 | +28.1% | 0.68% | +23.6% |
| Q2 2021 | $938,000 | +21.3% | 9,529 | +16.6% | 0.55% | +9.0% |
| Q1 2021 | $773,000 | – | 8,170 | – | 0.50% | – |
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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% |