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 | $300,855 | -3.7% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $312,261 | +7.8% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $289,801 | +6.7% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $271,539 | +19.6% | 3,204 | +11.9% | 0.01% | 0.0% |
| Q3 2022 | $227,000 | -5.4% | 2,864 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $240,000 | -37.0% | 2,864 | -23.9% | 0.01% | -16.7% |
| Q1 2022 | $381,000 | +24.9% | 3,764 | +33.0% | 0.01% | +20.0% |
| Q4 2021 | $305,000 | +19.1% | 2,830 | +8.8% | 0.01% | 0.0% |
| Q3 2021 | $256,000 | 0.0% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $256,000 | +8.5% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $236,000 | +6.3% | 2,600 | +1.0% | 0.01% | 0.0% |
| Q4 2020 | $222,000 | +18.7% | 2,575 | +5.1% | 0.01% | +25.0% |
| Q3 2020 | $187,000 | +9.4% | 2,450 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $171,000 | +21.3% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $141,000 | -1.4% | 2,450 | +22.5% | 0.01% | +25.0% |
| Q4 2019 | $143,000 | +45.9% | 2,000 | +33.3% | 0.00% | +33.3% |
| Q3 2019 | $98,000 | +1.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $97,000 | +4.3% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $93,000 | +13.4% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $82,000 | – | 1,500 | – | 0.00% | – |
Download | ||||||
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% |