ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,403,678 | -3.5% | 100,135 | +0.1% | 0.52% | -1.3% |
| Q2 2023 | $9,746,000 | +104448.4% | 100,000 | -2.2% | 0.52% | +0.8% |
| Q1 2023 | $9,322 | +10.0% | 102,233 | +2.2% | 0.52% | +3.0% |
| Q4 2022 | $8,475 | -99.9% | 100,000 | -0.1% | 0.51% | +97.7% |
| Q3 2022 | $7,953,000 | -19.8% | 100,150 | -15.2% | 0.26% | -56.4% |
| Q2 2022 | $9,913,000 | -17.2% | 118,150 | 0.0% | 0.59% | -3.0% |
| Q1 2022 | $11,975,000 | +0.8% | 118,150 | +7.3% | 0.60% | +6.5% |
| Q4 2021 | $11,885,000 | +9.6% | 110,150 | 0.0% | 0.57% | -2.4% |
| Q3 2021 | $10,845,000 | -2.7% | 110,150 | -2.7% | 0.58% | -0.2% |
| Q2 2021 | $11,142,000 | +6.0% | 113,150 | -2.2% | 0.58% | -0.2% |
| Q1 2021 | $10,509,000 | – | 115,650 | – | 0.58% | – |
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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% |