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 | $1,103,626 | -3.3% | 11,752 | +0.4% | 0.17% | +1.8% |
| Q2 2023 | $1,141,155 | -18.6% | 11,709 | -24.5% | 0.17% | -23.5% |
| Q1 2023 | $1,402,569 | +12.6% | 15,507 | +5.5% | 0.22% | +6.9% |
| Q4 2022 | $1,245,563 | +15.8% | 14,697 | +8.5% | 0.20% | +2.5% |
| Q3 2022 | $1,076,000 | -8.3% | 13,548 | -3.2% | 0.20% | +10.0% |
| Q2 2022 | $1,174,000 | +5.2% | 13,997 | +27.1% | 0.18% | +19.2% |
| Q1 2022 | $1,116,000 | -6.2% | 11,016 | -0.1% | 0.15% | -3.2% |
| Q4 2021 | $1,190,000 | – | 11,024 | – | 0.16% | – |
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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% |