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 | $250,570 | -23.0% | 2,668 | -20.1% | 0.02% | -14.8% |
| Q2 2023 | $325,368 | +8.3% | 3,338 | +0.5% | 0.03% | +3.8% |
| Q1 2023 | $300,381 | +1.1% | 3,321 | +0.7% | 0.03% | 0.0% |
| Q4 2022 | $297,218 | +14.8% | 3,299 | +0.9% | 0.03% | -3.7% |
| Q3 2022 | $259,000 | -5.8% | 3,270 | -0.5% | 0.03% | 0.0% |
| Q2 2022 | $275,000 | -13.8% | 3,288 | +4.3% | 0.03% | -3.6% |
| Q1 2022 | $319,000 | +40.5% | 3,152 | +49.7% | 0.03% | +47.4% |
| Q4 2021 | $227,000 | +7.6% | 2,105 | -2.0% | 0.02% | 0.0% |
| Q3 2021 | $211,000 | -4.1% | 2,148 | -4.1% | 0.02% | -5.0% |
| Q2 2021 | $220,000 | -99.5% | 2,239 | +256.0% | 0.02% | +233.3% |
| Q2 2020 | $44,074,000 | – | 629 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PAX Financial Group, LLC | 326,733 | $20,725,000 | 8.85% |
| PARK AVENUE SECURITIES LLC | 1,487,924 | $85,541,000 | 7.27% |
| Pettinga Financial Advisors LLC | 158,875 | $9,134,000 | 6.16% |
| CWM, LLC | 6,499,365 | $639,992,000 | 5.10% |
| Lineweaver Wealth Advisors, LLC | 123,157 | $7,100,000 | 4.46% |
| MCIA Inc | 137,124 | $8,555,000 | 4.42% |
| VIVID FINANCIAL MANAGEMENT, INC. | 56,580 | $3,253,000 | 4.25% |
| Leicht Financial Planning & Wealth Management, Inc. | 75,132 | $4,328,000 | 4.18% |
| Stone House Investment Management, LLC | 119,428 | $6,866,000 | 4.01% |
| Cooper Financial Group | 161,654 | $9,293,000 | 3.87% |