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 | $5,324,791 | -9.4% | 56,701 | -6.0% | 1.73% | -8.0% |
| Q2 2023 | $5,880,152 | +4.6% | 60,334 | -2.9% | 1.88% | -1.9% |
| Q1 2023 | $5,622,824 | +5.5% | 62,165 | -1.1% | 1.91% | -0.2% |
| Q4 2022 | $5,329,250 | +21.7% | 62,882 | +14.0% | 1.92% | +10.5% |
| Q3 2022 | $4,379,000 | -3.4% | 55,149 | +2.1% | 1.74% | -1.1% |
| Q2 2022 | $4,532,000 | -11.9% | 54,014 | +6.5% | 1.76% | -2.3% |
| Q1 2022 | $5,143,000 | -2.5% | 50,711 | +3.7% | 1.80% | -2.0% |
| Q4 2021 | $5,277,000 | – | 48,902 | – | 1.83% | – |
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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% |