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 | $218,529 | -16.7% | 2,327 | -24.9% | 0.02% | -40.0% |
| Q4 2022 | $262,474 | -5.2% | 3,097 | -11.1% | 0.04% | -16.7% |
| Q3 2022 | $277,000 | +24.2% | 3,482 | +30.8% | 0.04% | +27.3% |
| Q2 2022 | $223,000 | +37.7% | 2,663 | +61.2% | 0.03% | +43.5% |
| Q3 2021 | $162,000 | +30.6% | 1,652 | +31.0% | 0.02% | +53.3% |
| Q2 2021 | $124,000 | +103.3% | 1,261 | +86.8% | 0.02% | +50.0% |
| Q1 2021 | $61,000 | +5.2% | 675 | -0.4% | 0.01% | -16.7% |
| Q4 2020 | $58,000 | -99.9% | 678 | +6.9% | 0.01% | -52.0% |
| Q3 2020 | $50,288,000 | +125.6% | 634 | +105.8% | 0.02% | +108.3% |
| Q2 2020 | $22,293,000 | +128.1% | 308 | +81.2% | 0.01% | +100.0% |
| Q1 2020 | $9,773,000 | -12.2% | 170 | +14.9% | 0.01% | -14.3% |
| Q4 2019 | $11,134,000 | – | 148 | – | 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% |