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 | $5,812,653 | -5.8% | 61,896 | -2.2% | 0.28% | -14.1% |
| Q2 2023 | $6,170,679 | +29.3% | 63,315 | +20.0% | 0.32% | +14.7% |
| Q1 2023 | $4,773,734 | +10.6% | 52,778 | +3.7% | 0.28% | -5.4% |
| Q4 2022 | $4,314,903 | +8.1% | 50,913 | +1.3% | 0.30% | -3.0% |
| Q3 2022 | $3,991,000 | +13.3% | 50,253 | +19.7% | 0.30% | +12.6% |
| Q2 2022 | $3,521,000 | -5.6% | 41,970 | +14.1% | 0.27% | +3.8% |
| Q1 2022 | $3,728,000 | +36.3% | 36,780 | +45.1% | 0.26% | +33.3% |
| Q4 2021 | $2,736,000 | -22.0% | 25,352 | -28.8% | 0.20% | -26.1% |
| Q3 2021 | $3,506,000 | +32.5% | 35,608 | +32.5% | 0.26% | +25.7% |
| Q2 2021 | $2,647,000 | +67.3% | 26,883 | +54.4% | 0.21% | +42.9% |
| Q1 2021 | $1,582,000 | +6.6% | 17,410 | +0.9% | 0.15% | +5.8% |
| Q4 2020 | $1,484,000 | +29.2% | 17,247 | +14.4% | 0.14% | +6.9% |
| Q3 2020 | $1,149,000 | +130.7% | 15,079 | +111.7% | 0.13% | +94.0% |
| Q2 2020 | $498,000 | +21.5% | 7,122 | -0.1% | 0.07% | -10.7% |
| Q1 2020 | $410,000 | – | 7,128 | – | 0.08% | – |
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% |