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 | $95,694 | -3.6% | 1,019 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $99,312 | +2.4% | 1,019 | -4.9% | 0.04% | -2.2% |
| Q1 2023 | $96,962 | -98.3% | 1,072 | -98.4% | 0.04% | -98.4% |
| Q4 2022 | $5,716,886 | -48.4% | 67,453 | -51.7% | 2.75% | -53.3% |
| Q3 2022 | $11,085,000 | -1.5% | 139,569 | +4.0% | 5.89% | +2.6% |
| Q2 2022 | $11,259,000 | +1.1% | 134,183 | +22.1% | 5.74% | +12.3% |
| Q1 2022 | $11,142,000 | +4.7% | 109,913 | +11.4% | 5.11% | +3.0% |
| Q4 2021 | $10,642,000 | +16.6% | 98,622 | +6.4% | 4.96% | +3.8% |
| Q3 2021 | $9,128,000 | +9.5% | 92,705 | +9.5% | 4.78% | +9.0% |
| Q2 2021 | $8,337,000 | +22.8% | 84,669 | +13.3% | 4.38% | +10.1% |
| Q1 2021 | $6,791,000 | – | 74,731 | – | 3.98% | – |
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% |