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 | $247,854 | -3.3% | 2,639 | +0.4% | 0.03% | -3.0% |
| Q2 2023 | $256,249 | +7.4% | 2,629 | -0.3% | 0.03% | 0.0% |
| Q1 2023 | $238,529 | +6.6% | 2,637 | -0.2% | 0.03% | -8.3% |
| Q4 2022 | $223,810 | +11.3% | 2,641 | +10.0% | 0.04% | 0.0% |
| Q2 2022 | $201,000 | -17.3% | 2,400 | +0.2% | 0.04% | -16.3% |
| Q1 2022 | $243,000 | -12.6% | 2,396 | -6.9% | 0.04% | -18.9% |
| Q4 2021 | $278,000 | +27.5% | 2,574 | +16.1% | 0.05% | +6.0% |
| Q3 2021 | $218,000 | +0.9% | 2,218 | +1.3% | 0.05% | -5.7% |
| Q2 2021 | $216,000 | 0.0% | 2,190 | -12.6% | 0.05% | -28.4% |
| Q4 2020 | $216,000 | – | 2,507 | – | 0.07% | – |
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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% |