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 | $1,549,891 | -10.4% | 16,504 | -7.0% | 1.27% | -6.0% |
| Q2 2023 | $1,729,525 | +5.6% | 17,746 | -2.0% | 1.36% | +0.1% |
| Q1 2023 | $1,638,502 | -38.1% | 18,115 | -42.0% | 1.35% | -38.7% |
| Q4 2022 | $2,648,014 | -16.6% | 31,245 | -21.9% | 2.21% | -25.4% |
| Q3 2022 | $3,176,000 | -60.2% | 39,993 | -57.9% | 2.96% | -57.2% |
| Q2 2022 | $7,977,000 | +11.0% | 95,079 | +34.1% | 6.90% | +27.0% |
| Q1 2022 | $7,188,000 | -16.2% | 70,926 | -10.8% | 5.44% | -15.0% |
| Q4 2021 | $8,579,000 | – | 79,508 | – | 6.40% | – |
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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% |