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 | $10,579 | -55.4% | 112,655 | -53.7% | 1.69% | -44.4% |
| Q2 2023 | $23,728 | +2.1% | 243,463 | -5.3% | 3.03% | -28.3% |
| Q1 2023 | $23,251 | -46.6% | 257,057 | -50.0% | 4.23% | -57.2% |
| Q4 2022 | $43,537 | -99.9% | 513,708 | -98.9% | 9.88% | -11.1% |
| Q3 2022 | $48,343,000 | -4.1% | 48,343,618 | +7946.3% | 11.12% | +44.1% |
| Q2 2022 | $50,409,000 | +7850.9% | 600,817 | -99.1% | 7.71% | +179.6% |
| Q1 2022 | $634,000 | -98.9% | 64,302,718 | +10978.8% | 2.76% | -65.1% |
| Q4 2021 | $58,851,000 | +26.2% | 580,410 | +22.6% | 7.90% | +23.7% |
| Q3 2021 | $46,618,000 | +3.0% | 473,594 | -10.0% | 6.39% | -11.4% |
| Q4 2020 | $45,274,000 | – | 526,253 | – | 7.21% | – |
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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% |