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 | $1,097,995 | -3.0% | 11,692 | +0.7% | 0.00% | 0.0% |
| Q2 2023 | $1,131,413 | +8.1% | 11,609 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $1,046,597 | -6.0% | 11,571 | -11.9% | 0.00% | 0.0% |
| Q4 2022 | $1,113,107 | +6.7% | 13,134 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,043,000 | -5.5% | 13,134 | -0.2% | 0.00% | 0.0% |
| Q2 2022 | $1,104,000 | -12.8% | 13,162 | +5.4% | 0.00% | 0.0% |
| Q1 2022 | $1,266,000 | -3.4% | 12,483 | +2.7% | 0.00% | – |
| Q4 2021 | $1,311,000 | +9.6% | 12,150 | -0.0% | 0.00% | – |
| Q3 2021 | $1,196,000 | +5.4% | 12,151 | +5.5% | 0.00% | – |
| Q2 2021 | $1,135,000 | +8.4% | 11,522 | 0.0% | 0.00% | – |
| Q1 2021 | $1,047,000 | +2453.7% | 11,522 | +2346.3% | 0.00% | – |
| Q4 2020 | $41,000 | – | 471 | – | 0.00% | – |
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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% |