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 | $20,920,351 | -29.3% | 222,081 | -26.9% | 0.29% | -27.5% |
| Q2 2023 | $29,608,179 | +1.0% | 303,798 | -6.3% | 0.40% | -6.9% |
| Q1 2023 | $29,320,626 | -47.9% | 324,164 | -51.2% | 0.43% | -51.9% |
| Q4 2022 | $56,293,204 | -6.0% | 664,227 | -11.9% | 0.90% | -12.9% |
| Q3 2022 | $59,857,589 | -18.3% | 753,784 | -13.7% | 1.04% | -24.7% |
| Q2 2022 | $73,269,000 | -21.6% | 873,285 | -5.3% | 1.38% | -11.5% |
| Q1 2022 | $93,417,000 | – | 921,732 | – | 1.55% | – |
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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% |