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 ↓ |
|---|---|---|---|
| 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% |