ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,241,826 | -13.9% | 64,045 | -20.1% | 3.26% | -19.3% |
| Q1 2023 | $7,252,437 | -47.7% | 80,182 | -51.0% | 4.04% | -51.8% |
| Q4 2022 | $13,877,366 | -1.9% | 163,745 | -8.1% | 8.39% | -9.1% |
| Q3 2022 | $14,152,000 | -40.3% | 178,215 | -23.8% | 9.23% | -28.8% |
| Q1 2022 | $23,712,000 | -1.2% | 233,966 | +5.2% | 12.96% | +1.6% |
| Q4 2021 | $23,995,000 | +14.9% | 222,382 | +4.9% | 12.75% | +5.2% |
| Q3 2021 | $20,881,000 | +15.3% | 212,075 | +15.3% | 12.12% | +13.7% |
| Q2 2021 | $18,110,000 | +17.9% | 183,910 | +8.8% | 10.66% | +1.5% |
| Q1 2021 | $15,364,000 | +9.9% | 169,072 | +5.2% | 10.51% | +2.8% |
| Q4 2020 | $13,974,000 | – | 160,734 | – | 10.22% | – |
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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% |