ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |