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 | $1,844,202 | +3.2% | 19,638 | +7.1% | 0.07% | +6.1% |
| Q2 2023 | $1,787,529 | -12.0% | 18,341 | -18.3% | 0.07% | -16.5% |
| Q1 2023 | $2,030,842 | +83199.5% | 22,453 | -22.0% | 0.08% | -42.3% |
| Q4 2022 | $2,438 | -99.8% | 28,773 | +58.7% | 0.14% | +57.5% |
| Q3 2022 | $1,440,000 | -55.0% | 18,129 | -52.5% | 0.09% | -34.1% |
| Q2 2022 | $3,203,000 | -22.1% | 38,174 | -5.9% | 0.13% | +20.0% |
| Q1 2022 | $4,110,000 | +61.6% | 40,554 | +72.1% | 0.11% | +96.4% |
| Q4 2021 | $2,543,000 | -8.2% | 23,565 | -16.2% | 0.06% | -23.3% |
| Q3 2021 | $2,769,000 | +18.2% | 28,121 | +18.3% | 0.07% | +15.9% |
| Q2 2021 | $2,343,000 | +18.2% | 23,771 | +9.0% | 0.06% | +18.9% |
| Q1 2021 | $1,982,000 | – | 21,812 | – | 0.05% | – |
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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% |