ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,070,041 | +4.9% | 11,394 | +8.8% | 0.04% | +18.9% |
| Q2 2023 | $1,020,341 | +15.7% | 10,469 | +7.3% | 0.04% | +15.6% |
| Q1 2023 | $882,139 | +7.2% | 9,753 | +0.4% | 0.03% | 0.0% |
| Q4 2022 | $823,253 | +311.6% | 9,714 | +286.5% | 0.03% | +255.6% |
| Q3 2022 | $200,000 | -6.5% | 2,513 | -1.4% | 0.01% | 0.0% |
| Q2 2022 | $214,000 | -19.5% | 2,549 | -3.0% | 0.01% | 0.0% |
| Q1 2022 | $266,000 | -6.0% | 2,628 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $283,000 | +9.3% | 2,627 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $259,000 | 0.0% | 2,627 | +0.0% | 0.01% | -9.1% |
| Q2 2021 | $259,000 | +16.7% | 2,626 | +7.4% | 0.01% | -8.3% |
| Q1 2021 | $222,000 | +5.7% | 2,446 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $210,000 | +22.8% | 2,446 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $171,000 | +21.3% | 2,446 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $141,000 | -19.0% | 2,446 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $174,000 | +8.8% | 2,446 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $160,000 | +1.3% | 2,446 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $158,000 | +3.9% | 2,446 | 0.0% | 0.01% | +9.1% |
| Q1 2019 | $152,000 | – | 2,446 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |