ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,942,052 | +5.1% | 21,471 | -1.5% | 0.67% | -9.7% |
| Q4 2022 | $1,847,551 | +6.2% | 21,800 | -0.5% | 0.74% | +4.1% |
| Q3 2022 | $1,739,000 | +1.6% | 21,900 | +7.4% | 0.71% | -7.8% |
| Q2 2022 | $1,711,000 | -16.3% | 20,395 | +1.2% | 0.77% | +13.1% |
| Q1 2022 | $2,043,000 | +45.9% | 20,152 | +41.7% | 0.68% | -4.8% |
| Q2 2021 | $1,400,000 | +37.4% | 14,226 | +26.9% | 0.72% | -4.2% |
| Q1 2021 | $1,019,000 | – | 11,207 | – | 0.75% | – |
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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% |