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 | $4,601,684 | +9.6% | 49,001 | +13.8% | 1.04% | +11.4% |
| Q2 2023 | $4,197,895 | +1.2% | 43,073 | -6.1% | 0.94% | -2.5% |
| Q1 2023 | $4,146,952 | +12.6% | 45,848 | +5.5% | 0.96% | +4.8% |
| Q4 2022 | $3,684,083 | +11.7% | 43,470 | +4.6% | 0.92% | +9.2% |
| Q3 2022 | $3,299,000 | +31.2% | 41,545 | +38.6% | 0.84% | +34.5% |
| Q2 2022 | $2,514,000 | -9.5% | 29,969 | +9.3% | 0.62% | -2.5% |
| Q1 2022 | $2,779,000 | +106.9% | 27,422 | +120.3% | 0.64% | +110.9% |
| Q4 2021 | $1,343,000 | +66.0% | 12,447 | +51.5% | 0.30% | +53.8% |
| Q3 2021 | $809,000 | +321.4% | 8,217 | +322.5% | 0.20% | +310.4% |
| Q2 2021 | $192,000 | +357.1% | 1,945 | +317.4% | 0.05% | +300.0% |
| Q1 2021 | $42,000 | – | 466 | – | 0.01% | – |
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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% |