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 | $501,010 | -3.9% | 5,335 | -0.3% | 0.22% | +3.9% |
| Q2 2023 | $521,411 | +2.8% | 5,350 | -4.6% | 0.21% | -2.8% |
| Q1 2023 | $507,425 | +2.1% | 5,610 | -4.3% | 0.21% | -5.3% |
| Q4 2022 | $497,059 | +27.8% | 5,865 | +52.7% | 0.22% | +34.7% |
| Q1 2022 | $389,000 | -21.9% | 3,840 | -16.9% | 0.17% | -35.5% |
| Q4 2021 | $498,000 | +3.5% | 4,620 | -5.4% | 0.26% | -4.4% |
| Q3 2021 | $481,000 | +17.9% | 4,885 | +18.0% | 0.27% | +21.0% |
| Q2 2021 | $408,000 | +8.5% | 4,140 | 0.0% | 0.22% | -5.9% |
| Q1 2021 | $376,000 | +5.3% | 4,140 | -0.2% | 0.24% | -0.8% |
| Q4 2020 | $357,000 | +33.7% | 4,150 | +18.6% | 0.24% | +14.3% |
| Q3 2020 | $267,000 | +9.0% | 3,500 | 0.0% | 0.21% | -0.9% |
| Q2 2020 | $245,000 | – | 3,500 | – | 0.21% | – |
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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% |