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 | $1,716,647 | +1.7% | 18,279 | +3.8% | 1.09% | -1.5% |
Q2 2023 | $1,688,035 | +17.7% | 17,610 | +11.1% | 1.11% | +22.5% |
Q1 2023 | $1,433,609 | +11.1% | 15,850 | +4.1% | 0.90% | +1.5% |
Q4 2022 | $1,290,587 | +3.7% | 15,228 | -2.8% | 0.89% | -4.6% |
Q3 2022 | $1,244,000 | -5.4% | 15,670 | 0.0% | 0.93% | -1.9% |
Q2 2022 | $1,315,000 | -20.7% | 15,670 | -4.3% | 0.95% | -15.2% |
Q1 2022 | $1,659,000 | -12.9% | 16,371 | -7.3% | 1.12% | -8.6% |
Q4 2021 | $1,905,000 | – | 17,657 | – | 1.23% | – |
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% |