ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,651,502 | -6.8% | 17,586 | -3.3% | 0.78% | -7.7% |
| Q2 2023 | $1,771,823 | +8.4% | 18,180 | +0.6% | 0.84% | -0.6% |
| Q1 2023 | $1,634,432 | +12.1% | 18,070 | +5.1% | 0.84% | +6.7% |
| Q4 2022 | $1,457,446 | -3.5% | 17,197 | -9.6% | 0.79% | -11.7% |
| Q3 2022 | $1,510,000 | -8.0% | 19,020 | -2.8% | 0.90% | -2.7% |
| Q2 2022 | $1,642,000 | +2.5% | 19,567 | +23.8% | 0.92% | +0.7% |
| Q1 2022 | $1,602,000 | +225.6% | 15,810 | +246.6% | 0.92% | +213.7% |
| Q4 2021 | $492,000 | – | 4,561 | – | 0.29% | – |
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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% |