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 | $240,882 | -3.9% | 2,565,032 | -0.3% | 0.76% | -1.8% |
| Q2 2023 | $250,651 | +9.6% | 2,571,830 | +1.7% | 0.78% | +4.9% |
| Q1 2023 | $228,698 | +8.8% | 2,528,445 | +1.9% | 0.74% | +2.8% |
| Q4 2022 | $210,254 | -99.9% | 2,480,876 | +2.2% | 0.72% | -1.0% |
| Q3 2022 | $203,613,000 | 0.0% | 2,426,859 | 0.0% | 0.73% | 0.0% |
| Q2 2022 | $203,613,000 | -16.1% | 2,426,859 | +1.4% | 0.73% | -5.7% |
| Q1 2022 | $242,563,000 | -0.3% | 2,393,318 | +6.1% | 0.77% | +1.8% |
| Q4 2021 | $243,373,000 | +18.5% | 2,255,540 | +8.2% | 0.76% | +10.5% |
| Q3 2021 | $205,298,000 | +14.0% | 2,085,092 | +14.0% | 0.69% | +11.9% |
| Q2 2021 | $180,084,000 | +41.2% | 1,828,818 | +30.3% | 0.61% | +27.7% |
| Q1 2021 | $127,525,000 | +86.9% | 1,403,378 | +76.9% | 0.48% | +67.8% |
| Q4 2020 | $68,240,000 | +31639.5% | 793,209 | +28028.0% | 0.29% | +28500.0% |
| Q3 2020 | $215,000 | – | 2,820 | – | 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% |