ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,610 | -17.5% | 2,679 | -14.4% | 0.14% | -19.5% |
| Q2 2023 | $304,870 | +24.2% | 3,128 | +13.6% | 0.17% | +12.3% |
| Q1 2023 | $245,386 | +4.4% | 2,754 | -6.8% | 0.16% | -2.5% |
| Q3 2022 | $235,000 | -41.8% | 2,956 | -38.6% | 0.16% | -43.2% |
| Q2 2022 | $404,000 | -56.4% | 4,814 | -47.4% | 0.28% | -49.9% |
| Q1 2022 | $927,000 | +14.4% | 9,144 | +21.8% | 0.56% | +5.9% |
| Q4 2021 | $810,000 | – | 7,507 | – | 0.53% | – |
Download | ||||||
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% |