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% | – |
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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% |