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 | $248,580 | -3.6% | 2,647 | 0.0% | 0.08% | +1.2% |
| Q2 2023 | $257,977 | +7.8% | 2,647 | 0.0% | 0.08% | +11.1% |
| Q1 2023 | $239,421 | +5.3% | 2,647 | 0.0% | 0.07% | +28.6% |
| Q4 2022 | $227,377 | +6.7% | 2,647 | 0.0% | 0.06% | -3.4% |
| Q3 2022 | $213,000 | -6.2% | 2,647 | -2.4% | 0.06% | -1.7% |
| Q2 2022 | $227,000 | -4.2% | 2,711 | +2.4% | 0.06% | -4.8% |
| Q1 2022 | $237,000 | -17.1% | 2,647 | 0.0% | 0.06% | -6.1% |
| Q4 2021 | $286,000 | -40.8% | 2,647 | -46.1% | 0.07% | -37.1% |
| Q3 2021 | $483,000 | -3.8% | 4,908 | 0.0% | 0.10% | +4.0% |
| Q2 2021 | $502,000 | +7.5% | 4,908 | 0.0% | 0.10% | +9.8% |
| Q1 2021 | $467,000 | – | 4,908 | – | 0.09% | – |
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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% |