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 | $327,253 | -9.1% | 3,470 | -6.1% | 0.01% | -6.7% |
| Q2 2023 | $360,115 | +7.6% | 3,695 | -0.1% | 0.02% | 0.0% |
| Q1 2023 | $334,665 | +1.0% | 3,700 | -5.4% | 0.02% | -6.2% |
| Q4 2022 | $331,372 | +9.4% | 3,910 | +2.4% | 0.02% | 0.0% |
| Q3 2022 | $303,000 | +5.2% | 3,820 | +11.4% | 0.02% | +6.7% |
| Q2 2022 | $288,000 | -36.7% | 3,430 | -23.5% | 0.02% | -21.1% |
| Q1 2022 | $455,000 | -9.7% | 4,485 | -4.1% | 0.02% | -5.0% |
| Q4 2021 | $504,000 | +13.8% | 4,675 | +3.9% | 0.02% | 0.0% |
| Q3 2021 | $443,000 | -0.2% | 4,498 | -0.3% | 0.02% | -4.8% |
| Q2 2021 | $444,000 | +22.3% | 4,513 | +13.0% | 0.02% | +10.5% |
| Q1 2021 | $363,000 | +29.6% | 3,993 | +22.6% | 0.02% | +18.8% |
| Q4 2020 | $280,000 | -4.8% | 3,258 | -15.6% | 0.02% | -20.0% |
| Q3 2020 | $294,000 | – | 3,859 | – | 0.02% | – |
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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% |