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 | $309,294 | -59.5% | 3,294 | -58.0% | 0.03% | -60.0% |
| Q2 2023 | $764,050 | +6.1% | 7,840 | -1.6% | 0.06% | -3.0% |
| Q1 2023 | $720,337 | -33.3% | 7,964 | -37.5% | 0.07% | -39.1% |
| Q4 2022 | $1,079,385 | -63.1% | 12,736 | -64.9% | 0.11% | -34.5% |
| Q3 2022 | $2,927,000 | -11.7% | 36,321 | -7.5% | 0.17% | -11.6% |
| Q2 2022 | $3,316,000 | -15.7% | 39,249 | +1.1% | 0.19% | -0.5% |
| Q1 2022 | $3,935,000 | +28.1% | 38,825 | +36.3% | 0.19% | -37.0% |
| Q4 2021 | $3,071,000 | +68.0% | 28,482 | +53.6% | 0.30% | +61.2% |
| Q2 2021 | $1,828,000 | +528.2% | 18,548 | +478.7% | 0.19% | +382.1% |
| Q1 2021 | $291,000 | -70.1% | 3,205 | -74.9% | 0.04% | -75.5% |
| Q3 2020 | $972,000 | +16.4% | 12,757 | +6.9% | 0.16% | +5.3% |
| Q2 2020 | $835,000 | – | 11,936 | – | 0.15% | – |
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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% |