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 | $1,999,728 | -14.3% | 21,294 | -11.0% | 0.10% | -14.2% |
| Q2 2023 | $2,332,833 | +795.2% | 23,936 | +730.8% | 0.12% | +605.9% |
| Q1 2023 | $260,586 | +13.0% | 2,881 | +5.8% | 0.02% | +6.2% |
| Q4 2022 | $230,690 | -17.9% | 2,722 | -18.7% | 0.02% | -23.8% |
| Q2 2022 | $281,000 | -59.3% | 3,348 | -50.8% | 0.02% | -53.3% |
| Q1 2022 | $690,000 | -15.0% | 6,811 | -9.5% | 0.04% | -4.3% |
| Q4 2021 | $812,000 | -79.1% | 7,525 | -80.9% | 0.05% | -82.5% |
| Q3 2021 | $3,881,000 | +2387.8% | 39,420 | +1864.1% | 0.27% | +688.2% |
| Q3 2020 | $156,000 | -98.4% | 2,007 | +1178.3% | 0.03% | +1033.3% |
| Q1 2020 | $9,817,000 | – | 157 | – | 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% |