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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $117,116 | -94.9% | 17,545 | -35.6% | 0.01% | -93.2% |
| Q4 2022 | $2,307,256 | +10.6% | 27,224 | +3.6% | 0.10% | -16.3% |
| Q3 2022 | $2,086,000 | -6.8% | 26,266 | -0.3% | 0.12% | -38.2% |
| Q2 2022 | $2,237,000 | -15.1% | 26,343 | +1.3% | 0.20% | +33.6% |
| Q1 2022 | $2,635,000 | +5.1% | 26,001 | +12.0% | 0.15% | -29.7% |
| Q4 2021 | $2,506,000 | +30.3% | 23,223 | +9.7% | 0.21% | +37.7% |
| Q1 2021 | $1,923,000 | +79.7% | 21,160 | +70.2% | 0.15% | +55.6% |
| Q4 2020 | $1,070,000 | – | 12,433 | – | 0.10% | – |
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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% |