ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,162,519 | -27.6% | 118,864 | -24.9% | 4.87% | -25.3% |
| Q2 2023 | $15,424,519 | +10.5% | 158,265 | +2.6% | 6.52% | +1.0% |
| Q1 2023 | $13,952,652 | -60.7% | 154,258 | -63.2% | 6.46% | -63.4% |
| Q4 2022 | $35,488,811 | -7.3% | 418,747 | -13.1% | 17.64% | -9.1% |
| Q3 2022 | $38,285,000 | -7.6% | 482,120 | -2.4% | 19.41% | +1.1% |
| Q2 2022 | $41,442,000 | -16.0% | 493,948 | +1.4% | 19.20% | -2.0% |
| Q1 2022 | $49,346,000 | +9.3% | 486,890 | +16.4% | 19.60% | +15.4% |
| Q4 2021 | $45,135,000 | – | 418,309 | – | 16.98% | – |
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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% |