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 | $589,097 | -5.8% | 6,273 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $625,669 | +0.5% | 6,273 | -8.9% | 0.12% | -7.0% |
| Q1 2023 | $622,658 | +9.9% | 6,884 | +3.0% | 0.13% | +4.9% |
| Q4 2022 | $566,554 | -11.3% | 6,685 | -17.0% | 0.12% | -14.6% |
| Q3 2022 | $639,000 | -9.1% | 8,053 | -3.9% | 0.14% | -7.1% |
| Q2 2022 | $703,000 | -17.3% | 8,382 | 0.0% | 0.16% | -6.1% |
| Q1 2022 | $850,000 | -8.0% | 8,382 | -2.1% | 0.16% | -7.3% |
| Q4 2021 | $924,000 | +9.6% | 8,563 | 0.0% | 0.18% | +5.3% |
| Q3 2021 | $843,000 | -2.3% | 8,563 | -2.2% | 0.17% | +2.4% |
| Q2 2021 | $863,000 | +7.5% | 8,760 | -0.9% | 0.16% | -1.8% |
| Q1 2021 | $803,000 | +4.4% | 8,841 | -1.1% | 0.17% | +5.0% |
| Q4 2020 | $769,000 | – | 8,943 | – | 0.16% | – |
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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% |