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 | $2,797,918 | +9.2% | 29,794 | +13.3% | 0.17% | +6.8% |
| Q2 2023 | $2,563,160 | +11.4% | 26,300 | +3.4% | 0.16% | +5.2% |
| Q1 2023 | $2,301,592 | +17.6% | 25,446 | +10.2% | 0.15% | +13.2% |
| Q4 2022 | $1,956,877 | +12.4% | 23,090 | +5.3% | 0.14% | -6.2% |
| Q3 2022 | $1,741,000 | +0.3% | 21,919 | +5.9% | 0.14% | -4.6% |
| Q2 2022 | $1,736,000 | -14.8% | 20,691 | +2.9% | 0.15% | -12.6% |
| Q1 2022 | $2,037,000 | -2.9% | 20,100 | +3.4% | 0.17% | -7.9% |
| Q4 2021 | $2,098,000 | +73.8% | 19,446 | +58.7% | 0.19% | +53.7% |
| Q3 2021 | $1,207,000 | +12.8% | 12,256 | +12.8% | 0.12% | +5.1% |
| Q2 2021 | $1,070,000 | +1003.1% | 10,869 | +913.9% | 0.12% | +735.7% |
| Q1 2021 | $97,000 | – | 1,072 | – | 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% |