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 | $367,880 | -26.9% | 3,917 | -24.1% | 0.10% | -18.3% |
| Q2 2023 | $503,227 | +60.0% | 5,163 | +48.5% | 0.13% | +68.0% |
| Q1 2023 | $314,521 | -67.2% | 3,477 | -69.3% | 0.08% | -66.7% |
| Q4 2022 | $959,045 | +3.8% | 11,313 | -2.8% | 0.22% | +14.8% |
| Q3 2022 | $924,000 | -12.4% | 11,640 | +3.9% | 0.20% | -0.5% |
| Q2 2022 | $1,055,000 | +2.4% | 11,200 | -0.3% | 0.20% | +0.5% |
| Q1 2022 | $1,030,000 | – | 11,231 | – | 0.20% | – |
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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% |