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 | $243,851 | -10.7% | 2,597 | -7.3% | 0.12% | -7.5% |
| Q2 2023 | $272,951 | +7.9% | 2,801 | +0.1% | 0.13% | -0.7% |
| Q1 2023 | $253,048 | +6.9% | 2,798 | +0.2% | 0.13% | -2.2% |
| Q4 2022 | $236,670 | +7.1% | 2,793 | +0.3% | 0.14% | +5.4% |
| Q3 2022 | $221,000 | -5.6% | 2,784 | 0.0% | 0.13% | -10.3% |
| Q2 2022 | $234,000 | -19.0% | 2,784 | -2.4% | 0.14% | +2.1% |
| Q1 2022 | $289,000 | -5.2% | 2,851 | +0.9% | 0.14% | -1.4% |
| Q4 2021 | $305,000 | +20.1% | 2,825 | +9.3% | 0.14% | -9.4% |
| Q3 2021 | $254,000 | +1236.8% | 2,584 | +1267.2% | 0.16% | +1225.0% |
| Q2 2021 | $19,000 | +11.8% | 189 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $17,000 | – | 189 | – | 0.01% | – |
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% |