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 | $772,416 | -10.3% | 8,234 | -3.7% | 0.59% | -3.6% |
| Q2 2023 | $861,115 | +5.8% | 8,554 | -5.7% | 0.61% | 0.0% |
| Q1 2023 | $814,261 | -17.8% | 9,071 | -19.7% | 0.61% | -18.5% |
| Q4 2022 | $990,597 | +59.0% | 11,303 | +44.2% | 0.75% | +37.9% |
| Q3 2022 | $623,000 | -10.6% | 7,841 | -3.6% | 0.54% | -0.6% |
| Q2 2022 | $697,000 | -12.5% | 8,136 | -9.6% | 0.54% | -9.6% |
| Q1 2022 | $797,000 | +11.2% | 8,997 | +22.3% | 0.60% | +7.1% |
| Q4 2021 | $717,000 | – | 7,355 | – | 0.56% | – |
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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% |