ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $663,474 | -9.2% | 7,065 | -5.7% | 0.20% | -4.8% |
| Q2 2023 | $730,365 | +7.8% | 7,494 | 0.0% | 0.21% | +3.0% |
| Q1 2023 | $677,832 | +106645.2% | 7,494 | 0.0% | 0.20% | +6.3% |
| Q4 2022 | $635 | -99.9% | 7,494 | -20.3% | 0.19% | -18.0% |
| Q3 2022 | $746,000 | -7.6% | 9,399 | -2.3% | 0.23% | -0.4% |
| Q2 2022 | $807,000 | -30.4% | 9,620 | -15.9% | 0.23% | -17.0% |
| Q1 2022 | $1,160,000 | -7.9% | 11,445 | -1.9% | 0.28% | -7.8% |
| Q4 2021 | $1,259,000 | +10.6% | 11,670 | +1.0% | 0.31% | +0.7% |
| Q3 2021 | $1,138,000 | 0.0% | 11,555 | 0.0% | 0.30% | 0.0% |
| Q2 2021 | $1,138,000 | – | 11,555 | – | 0.30% | – |
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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% |