ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,786,094 | -9.6% | 104,207 | -6.2% | 0.49% | -8.4% |
| Q2 2023 | $10,823,064 | +18.2% | 111,051 | +9.7% | 0.54% | +7.2% |
| Q1 2023 | $9,158,810 | -20.8% | 101,258 | -25.8% | 0.50% | -29.2% |
| Q4 2022 | $11,559,965 | -8.7% | 136,401 | -9.6% | 0.71% | -17.4% |
| Q3 2022 | $12,661,000 | 0.0% | 150,910 | 0.0% | 0.86% | 0.0% |
| Q2 2022 | $12,661,000 | -1.7% | 150,910 | +26.4% | 0.86% | +11.5% |
| Q4 2021 | $12,885,000 | -17.5% | 119,417 | -24.7% | 0.77% | +53.7% |
| Q3 2021 | $15,615,000 | +27.2% | 158,596 | +27.2% | 0.50% | +27.3% |
| Q2 2021 | $12,278,000 | +14.3% | 124,692 | +5.4% | 0.39% | +1.3% |
| Q1 2021 | $10,746,000 | – | 118,255 | – | 0.39% | – |
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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% |