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 | $2,687,047 | -3.6% | 28,613 | +0.1% | 0.04% | -2.5% |
| Q2 2023 | $2,786,674 | +9.1% | 28,593 | +1.3% | 0.04% | -2.4% |
| Q1 2023 | $2,553,404 | +9.9% | 28,230 | +3.0% | 0.04% | +2.5% |
| Q4 2022 | $2,323,337 | +8.7% | 27,414 | +1.9% | 0.04% | -4.8% |
| Q3 2022 | $2,137,000 | +2.2% | 26,910 | +7.9% | 0.04% | +5.0% |
| Q2 2022 | $2,092,000 | -12.1% | 24,939 | +6.3% | 0.04% | +2.6% |
| Q1 2022 | $2,379,000 | -89.4% | 23,469 | -88.7% | 0.04% | -89.0% |
| Q4 2021 | $22,389,000 | +29.4% | 207,494 | +18.1% | 0.35% | +19.7% |
| Q3 2021 | $17,296,000 | +6.4% | 175,661 | +6.4% | 0.30% | +5.4% |
| Q2 2021 | $16,258,000 | +9.7% | 165,111 | +1.2% | 0.28% | -10.5% |
| Q1 2021 | $14,819,000 | -3.3% | 163,080 | -8.4% | 0.31% | -10.3% |
| Q4 2020 | $15,319,000 | +60.3% | 178,066 | +42.0% | 0.35% | +41.3% |
| Q3 2020 | $9,556,000 | +22.7% | 125,390 | +12.7% | 0.25% | +10.3% |
| Q2 2020 | $7,790,000 | – | 111,259 | – | 0.22% | – |
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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% |