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 | $1,890,787 | -58.1% | 20,078 | -56.6% | 0.01% | -50.0% |
| Q2 2023 | $4,512,233 | +27.8% | 46,298 | +18.7% | 0.02% | +125.0% |
| Q1 2023 | $3,529,349 | +2.1% | 39,020 | -4.3% | 0.01% | -63.6% |
| Q4 2022 | $3,456,449 | +60.6% | 40,780 | +50.5% | 0.02% | -15.4% |
| Q3 2022 | $2,152,000 | +24.6% | 27,102 | +31.6% | 0.03% | +36.8% |
| Q2 2022 | $1,727,000 | -76.6% | 20,588 | -71.7% | 0.02% | -83.5% |
| Q1 2022 | $7,376,000 | +220.1% | 72,778 | +240.8% | 0.12% | +228.6% |
| Q4 2021 | $2,304,000 | +49.3% | 21,357 | +36.3% | 0.04% | +2.9% |
| Q3 2021 | $1,543,000 | -12.7% | 15,670 | -12.7% | 0.03% | -12.8% |
| Q2 2021 | $1,768,000 | +87.1% | 17,952 | +72.6% | 0.04% | +77.3% |
| Q1 2021 | $945,000 | +13.3% | 10,401 | +7.3% | 0.02% | -18.5% |
| Q4 2020 | $834,000 | – | 9,692 | – | 0.03% | – |
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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% |