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 | $4,446,653 | -26.0% | 47,350 | -23.2% | 1.69% | -24.8% |
Q2 2023 | $6,007,757 | -38.8% | 61,643 | -43.2% | 2.24% | -44.1% |
Q1 2023 | $9,819,445 | -3.0% | 108,562 | -9.1% | 4.02% | -9.0% |
Q4 2022 | $10,121,347 | -2.6% | 119,426 | -8.7% | 4.42% | -10.0% |
Q3 2022 | $10,392,000 | -4.0% | 130,870 | +1.4% | 4.91% | +1.3% |
Q2 2022 | $10,825,000 | -12.9% | 129,023 | +5.2% | 4.84% | -1.8% |
Q1 2022 | $12,433,000 | -13.4% | 122,674 | -7.8% | 4.93% | -15.4% |
Q4 2021 | $14,354,000 | – | 133,027 | – | 5.82% | – |
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% |