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 | $1,496,732 | -11.7% | 15,938 | -8.4% | 0.50% | -9.1% |
| Q2 2023 | $1,695,325 | -60.2% | 17,395 | -64.3% | 0.55% | -60.4% |
| Q1 2023 | $4,256,432 | -8.6% | 48,739 | -11.3% | 1.39% | -16.3% |
| Q4 2022 | $4,659,307 | +0.4% | 54,977 | -5.9% | 1.66% | -1.1% |
| Q3 2022 | $4,639,000 | -13.5% | 58,420 | -8.6% | 1.68% | -8.0% |
| Q2 2022 | $5,362,000 | -25.1% | 63,912 | -9.5% | 1.83% | -12.5% |
| Q1 2022 | $7,159,000 | -25.5% | 70,632 | -20.6% | 2.09% | -24.3% |
| Q4 2021 | $9,604,000 | +14.4% | 89,010 | +4.4% | 2.76% | -36.1% |
| Q3 2021 | $8,398,000 | +4.4% | 85,292 | +4.4% | 4.32% | +72.2% |
| Q2 2021 | $8,044,000 | +22.5% | 81,689 | +13.0% | 2.51% | +14.7% |
| Q1 2021 | $6,569,000 | – | 72,292 | – | 2.18% | – |
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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% |