ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $796,471 | +0.8% | 8,477 | -2.5% | 0.04% | 0.0% |
| Q1 2023 | $789,760 | -24.4% | 8,697 | -29.5% | 0.04% | -16.7% |
| Q4 2022 | $1,044,964 | +12.5% | 12,330 | +5.4% | 0.05% | -14.3% |
| Q3 2022 | $929,000 | +2.4% | 11,699 | +8.3% | 0.06% | +7.7% |
| Q2 2022 | $907,000 | +3.1% | 10,806 | +24.5% | 0.05% | +62.5% |
| Q1 2022 | $880,000 | +20.2% | 8,681 | +27.9% | 0.03% | +18.5% |
| Q4 2021 | $732,000 | – | 6,786 | – | 0.03% | – |
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% |