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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |