ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,344 | -4.1% | 2,472 | +0.4% | 0.08% | -9.5% |
| Q2 2023 | $240,297 | +8.7% | 2,461 | +0.3% | 0.08% | -5.6% |
| Q1 2023 | $221,140 | -6.0% | 2,453 | -11.3% | 0.09% | -15.2% |
| Q4 2022 | $235,197 | +5.5% | 2,766 | +27.4% | 0.10% | -7.1% |
| Q1 2022 | $223,000 | -5.1% | 2,171 | +0.2% | 0.11% | +4.6% |
| Q4 2021 | $235,000 | +10.3% | 2,167 | +0.1% | 0.11% | 0.0% |
| Q3 2021 | $213,000 | – | 2,164 | – | 0.11% | – |
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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% |