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 | $746,982 | -13.1% | 7,954 | -9.8% | 0.00% | 0.0% |
| Q2 2023 | $859,620 | +8.8% | 8,820 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $790,149 | +6.7% | 8,736 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $740,255 | +13.5% | 8,735 | +6.3% | 0.00% | 0.0% |
| Q3 2022 | $652,000 | -7.6% | 8,218 | -2.4% | 0.00% | 0.0% |
| Q2 2022 | $706,000 | -32.6% | 8,418 | -18.5% | 0.00% | 0.0% |
| Q1 2022 | $1,047,000 | -48.1% | 10,332 | -44.7% | 0.00% | -50.0% |
| Q4 2021 | $2,016,000 | +313.1% | 18,681 | +277.1% | 0.00% | – |
| Q3 2021 | $488,000 | +542.1% | 4,954 | +539.2% | 0.00% | – |
| Q2 2021 | $76,000 | +31.0% | 775 | +20.9% | 0.00% | – |
| Q1 2021 | $58,000 | -14.7% | 641 | -19.2% | 0.00% | – |
| Q4 2020 | $68,000 | +750.0% | 793 | +669.9% | 0.00% | – |
| Q3 2020 | $8,000 | +14.3% | 103 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | +250.0% | 103 | +202.9% | 0.00% | – |
| Q1 2020 | $2,000 | – | 34 | – | 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% |