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 | $431,610 | -4.9% | 4,596 | 0.0% | 0.14% | -2.9% |
| Q2 2023 | $453,855 | -2.6% | 4,596 | -9.8% | 0.14% | +2.2% |
| Q1 2023 | $466,162 | +8.0% | 5,093 | 0.0% | 0.14% | -0.7% |
| Q4 2022 | $431,632 | +45.3% | 5,093 | +36.2% | 0.14% | +33.0% |
| Q3 2022 | $297,000 | -2.3% | 3,738 | +3.3% | 0.10% | -1.0% |
| Q2 2022 | $304,000 | +162.1% | 3,619 | +216.3% | 0.10% | +181.1% |
| Q1 2022 | $116,000 | +329.6% | 1,144 | +354.0% | 0.04% | +311.1% |
| Q4 2021 | $27,000 | +12.5% | 252 | +4.1% | 0.01% | 0.0% |
| Q3 2021 | $24,000 | +9.1% | 242 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $22,000 | – | 242 | – | 0.01% | – |
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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% |