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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,268 | +2.5% | 88,042 | +6.3% | 6.44% | +11.7% |
| Q2 2023 | $8,069 | +89.7% | 82,788 | +76.0% | 5.76% | +104.5% |
| Q1 2023 | $4,254 | -99.9% | 47,035 | -14.8% | 2.82% | -6.6% |
| Q4 2022 | $4,679,302 | +23.8% | 55,213 | +15.9% | 3.02% | +8.4% |
| Q3 2022 | $3,781,000 | +28.1% | 47,618 | +35.3% | 2.78% | +34.0% |
| Q2 2022 | $2,952,000 | +6.9% | 35,184 | +29.1% | 2.08% | +11.4% |
| Q1 2022 | $2,762,000 | +702.9% | 27,248 | +754.7% | 1.86% | +614.2% |
| Q4 2021 | $344,000 | -53.6% | 3,188 | -57.7% | 0.26% | -56.4% |
| Q3 2021 | $742,000 | -22.1% | 7,533 | -22.1% | 0.60% | -27.9% |
| Q2 2021 | $953,000 | -6.5% | 9,673 | -13.7% | 0.83% | -10.8% |
| Q1 2021 | $1,019,000 | -12.7% | 11,210 | -17.4% | 0.93% | -18.1% |
| Q4 2020 | $1,167,000 | – | 13,566 | – | 1.14% | – |
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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% |