ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,166,362 | -0.1% | 12,420 | +3.7% | 0.08% | +5.3% |
| Q2 2023 | $1,167,766 | +19.6% | 11,982 | +11.0% | 0.08% | +15.4% |
| Q1 2023 | $976,136 | +10.5% | 10,792 | +3.5% | 0.06% | +12.1% |
| Q4 2022 | $883,519 | +6.7% | 10,425 | 0.0% | 0.06% | -3.3% |
| Q3 2022 | $828,000 | -5.9% | 10,425 | -0.6% | 0.06% | -3.2% |
| Q2 2022 | $880,000 | +22.9% | 10,491 | +48.4% | 0.06% | +40.9% |
| Q1 2022 | $716,000 | +9.3% | 7,069 | +16.4% | 0.04% | +15.8% |
| Q4 2021 | $655,000 | +9.5% | 6,074 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $598,000 | +6.0% | 6,074 | +6.1% | 0.04% | +5.6% |
| Q2 2021 | $564,000 | +17.0% | 5,727 | +7.9% | 0.04% | +12.5% |
| Q1 2021 | $482,000 | – | 5,307 | – | 0.03% | – |
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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% |