ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,503,000 | +3.2% | 24,696 | +9.9% | 1.59% | -4.4% |
| Q4 2021 | $2,425,000 | +17.2% | 22,479 | +7.0% | 1.66% | +5.5% |
| Q3 2021 | $2,069,000 | +1.8% | 21,010 | +1.8% | 1.58% | -0.1% |
| Q2 2021 | $2,033,000 | +5.1% | 20,641 | -3.1% | 1.58% | -9.2% |
| Q1 2021 | $1,935,000 | +6.6% | 21,299 | +0.9% | 1.74% | +1.1% |
| Q4 2020 | $1,815,000 | – | 21,103 | – | 1.72% | – |
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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% |