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 | $540,076 | -10.9% | 5,751 | -5.0% | 0.11% | -6.1% |
| Q2 2023 | $606,297 | +1.0% | 6,054 | -9.4% | 0.12% | -8.0% |
| Q1 2023 | $600,157 | -4.6% | 6,685 | -9.9% | 0.12% | -13.8% |
| Q4 2022 | $629,141 | -85.2% | 7,423 | -86.2% | 0.14% | -86.8% |
| Q3 2022 | $4,264,000 | -3.9% | 53,701 | +1.5% | 1.10% | -1.3% |
| Q2 2022 | $4,439,000 | -15.8% | 52,907 | +1.6% | 1.12% | -4.9% |
| Q1 2022 | $5,270,000 | -2.5% | 52,083 | +4.0% | 1.17% | -5.0% |
| Q4 2021 | $5,406,000 | +7.0% | 50,099 | -2.3% | 1.24% | +3.8% |
| Q3 2021 | $5,051,000 | +3.4% | 51,297 | +3.4% | 1.19% | -2.8% |
| Q2 2021 | $4,887,000 | +44.8% | 49,634 | +40.5% | 1.22% | +36.6% |
| Q1 2021 | $3,376,000 | +0.1% | 35,337 | -7.9% | 0.90% | +15.7% |
| Q4 2020 | $3,372,000 | +169.1% | 38,379 | +133.4% | 0.78% | +130.7% |
| Q3 2020 | $1,253,000 | +2.7% | 16,445 | -5.6% | 0.34% | -7.4% |
| Q2 2020 | $1,220,000 | +304.0% | 17,429 | +232.2% | 0.36% | +207.6% |
| Q1 2020 | $302,000 | – | 5,246 | – | 0.12% | – |
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% |