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 | $86,209 | +106.7% | 918 | +114.5% | 0.00% | +100.0% |
| Q2 2023 | $41,713 | +80.8% | 428 | +67.8% | 0.00% | +100.0% |
| Q1 2023 | $23,065 | +6.7% | 255 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $21,611 | +8.1% | 255 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $20,000 | -47.4% | 255 | -44.0% | 0.00% | -50.0% |
| Q2 2022 | $38,000 | -34.5% | 455 | -21.6% | 0.00% | 0.0% |
| Q1 2022 | $58,000 | -29.3% | 580 | -24.4% | 0.00% | -33.3% |
| Q4 2021 | $82,000 | +7.9% | 767 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $76,000 | +35.7% | 767 | +35.3% | 0.00% | +50.0% |
| Q2 2021 | $56,000 | -45.1% | 567 | -47.2% | 0.00% | -33.3% |
| Q1 2021 | $102,000 | +43.7% | 1,073 | -23.2% | 0.00% | 0.0% |
| Q4 2020 | $71,000 | +208.7% | 1,397 | +347.8% | 0.00% | +200.0% |
| Q3 2020 | $23,000 | +9.5% | 312 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $21,000 | +23.5% | 312 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -22.7% | 312 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $22,000 | +10.0% | 312 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $20,000 | 0.0% | 312 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $20,000 | +5.3% | 312 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | +18.8% | 312 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $16,000 | -20.0% | 312 | -2.5% | 0.00% | 0.0% |
| Q3 2018 | $20,000 | – | 320 | – | 0.00% | – |
Download | ||||||
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% |