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 ↓ |
|---|---|---|---|
| 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% |