ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,816 | -21.5% | 72,446 | -19.5% | 0.02% | -20.0% |
| Q2 2023 | $8,679 | +0.5% | 89,963 | -7.0% | 0.02% | -4.8% |
| Q1 2023 | $8,632 | -49.7% | 96,695 | -52.1% | 0.02% | -52.3% |
| Q4 2022 | $17,169 | -99.9% | 201,982 | -8.1% | 0.04% | -10.2% |
| Q3 2022 | $17,682,000 | -4.7% | 219,826 | -0.5% | 0.05% | 0.0% |
| Q2 2022 | $18,545,000 | -82.3% | 220,950 | -77.5% | 0.05% | -76.1% |
| Q1 2022 | $104,695,000 | +37.1% | 983,628 | +26.8% | 0.20% | +39.5% |
| Q4 2021 | $76,364,000 | -6.0% | 775,502 | -6.0% | 0.15% | -10.9% |
| Q3 2021 | $81,202,000 | +5.0% | 824,649 | +5.0% | 0.16% | +5.1% |
| Q2 2021 | $77,306,000 | -2.1% | 785,074 | -9.6% | 0.16% | -9.8% |
| Q1 2021 | $78,937,000 | -0.8% | 868,678 | -6.1% | 0.17% | -5.4% |
| Q4 2020 | $79,610,000 | +70.0% | 925,372 | +50.6% | 0.18% | +47.2% |
| Q3 2020 | $46,842,000 | +152.4% | 614,639 | +92.1% | 0.12% | +123.2% |
| Q2 2020 | $18,559,000 | +5.2% | 319,984 | +4.3% | 0.06% | -11.1% |
| Q1 2020 | $17,637,000 | – | 306,811 | – | 0.06% | – |
Download | ||||||
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% |