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 | $234,118 | -34.0% | 2,493 | -31.5% | 0.10% | -27.1% |
| Q2 2023 | $354,754 | +55.7% | 3,640 | +44.6% | 0.14% | +22.8% |
| Q1 2023 | $227,805 | +4.6% | 2,518 | -2.0% | 0.11% | +14.0% |
| Q4 2022 | $217,808 | +3.2% | 2,570 | -3.1% | 0.10% | -6.5% |
| Q3 2022 | $211,000 | -8.7% | 2,653 | -3.6% | 0.11% | -8.5% |
| Q2 2022 | $231,000 | -22.7% | 2,752 | -6.8% | 0.12% | -12.0% |
| Q1 2022 | $299,000 | -5.7% | 2,953 | +0.4% | 0.13% | +3.9% |
| Q4 2021 | $317,000 | +59.3% | 2,940 | +45.6% | 0.13% | +37.6% |
| Q3 2021 | $199,000 | +95.1% | 2,019 | +93.6% | 0.09% | +102.2% |
| Q2 2021 | $102,000 | -9.7% | 1,043 | -14.0% | 0.05% | -17.9% |
| Q1 2021 | $113,000 | -66.0% | 1,213 | -68.6% | 0.06% | -70.2% |
| Q4 2020 | $332,000 | +295.2% | 3,863 | +251.2% | 0.19% | +276.0% |
| Q3 2020 | $84,000 | – | 1,100 | – | 0.05% | – |
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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% |