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 | $73,625 | -85.8% | 784 | -85.3% | 0.00% | -88.2% |
| Q2 2023 | $518,195 | +107632.8% | 5,317 | +0.0% | 0.02% | +13.3% |
| Q1 2023 | $481 | -84.8% | 5,315 | -85.8% | 0.02% | -88.5% |
| Q4 2022 | $3,165 | -99.8% | 37,343 | +51.2% | 0.13% | +309.4% |
| Q3 2022 | $1,960,000 | +45.1% | 24,692 | +53.3% | 0.03% | +6.7% |
| Q2 2022 | $1,351,000 | +22.4% | 16,102 | +43.7% | 0.03% | +7.1% |
| Q3 2021 | $1,104,000 | +5420.0% | 11,209 | +5421.7% | 0.03% | +2700.0% |
| Q2 2021 | $20,000 | +300.0% | 203 | +269.1% | 0.00% | – |
| Q1 2021 | $5,000 | -99.7% | 55 | -99.7% | 0.00% | -100.0% |
| Q3 2020 | $1,536,000 | -26.2% | 20,152 | -32.3% | 0.02% | -80.0% |
| Q2 2020 | $2,082,000 | +12912.5% | 29,753 | +13548.2% | 0.08% | +8400.0% |
| Q4 2019 | $16,000 | – | 218 | – | 0.00% | – |
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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% |