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 | $490,868 | -5.5% | 5,227 | -1.9% | 0.14% | 0.0% |
Q2 2023 | $519,365 | +7.8% | 5,329 | 0.0% | 0.14% | +5.8% |
Q1 2023 | $482,009 | +12.4% | 5,329 | +5.3% | 0.14% | +17.1% |
Q4 2022 | $428,750 | +20.4% | 5,059 | +12.8% | 0.12% | +27.2% |
Q3 2022 | $356,000 | +334.1% | 4,484 | +288.2% | 0.09% | +300.0% |
Q4 2019 | $82,000 | -18.0% | 1,155 | -24.8% | 0.02% | -20.7% |
Q3 2019 | $100,000 | – | 1,535 | – | 0.03% | – |
Download |
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% |