ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $831,123 | -3.6% | 8,850 | 0.0% | 0.26% | +1.2% |
| Q2 2023 | $862,539 | +20.1% | 8,850 | +11.5% | 0.26% | +15.4% |
| Q1 2023 | $717,933 | +1.3% | 7,937 | -5.1% | 0.22% | -6.8% |
| Q4 2022 | $708,908 | +20.4% | 8,365 | +12.8% | 0.24% | -6.7% |
| Q3 2022 | $589,000 | +4.2% | 7,415 | +10.0% | 0.25% | -1.9% |
| Q2 2022 | $565,000 | +17.2% | 6,740 | +41.8% | 0.26% | +29.5% |
| Q1 2022 | $482,000 | -3.4% | 4,754 | +2.7% | 0.20% | -11.9% |
| Q4 2021 | $499,000 | +9.9% | 4,629 | +0.3% | 0.23% | -8.8% |
| Q3 2021 | $454,000 | +9.1% | 4,615 | +9.2% | 0.25% | +4.2% |
| Q2 2021 | $416,000 | +39.6% | 4,227 | +28.9% | 0.24% | +21.9% |
| Q1 2021 | $298,000 | +6.0% | 3,279 | +0.3% | 0.20% | -1.5% |
| Q4 2020 | $281,000 | – | 3,270 | – | 0.20% | – |
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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% |