ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,388,397 | -4.2% | 25,457 | -0.4% | 0.02% | 0.0% |
| Q2 2023 | $2,491,989 | +9.4% | 25,572 | +1.8% | 0.02% | +4.2% |
| Q1 2023 | $2,278,676 | +7.9% | 25,126 | +0.4% | 0.02% | +4.3% |
| Q4 2022 | $2,111,439 | +3.6% | 25,023 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $2,037,900 | -3.7% | 25,002 | +0.3% | 0.02% | -4.2% |
| Q2 2022 | $2,115,513 | -15.6% | 24,933 | +1.1% | 0.02% | 0.0% |
| Q1 2022 | $2,505,778 | +9.0% | 24,666 | +16.1% | 0.02% | +9.1% |
| Q4 2021 | $2,299,153 | – | 21,243 | – | 0.02% | – |
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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% |