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 ↓ |
|---|---|---|---|
| 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% |