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 | $1,033,808 | -7.3% | 11,009 | -3.8% | 0.78% | -11.7% |
| Q2 2023 | $1,115,284 | -81.6% | 11,444 | -82.9% | 0.88% | -82.7% |
| Q1 2023 | $6,066,934 | -5.1% | 67,075 | -11.1% | 5.08% | -15.4% |
| Q4 2022 | $6,393,879 | -42.9% | 75,444 | -46.5% | 6.01% | -47.7% |
| Q3 2022 | $11,194,000 | -18.2% | 140,966 | -13.6% | 11.48% | -7.6% |
| Q2 2022 | $13,691,000 | -6.1% | 163,183 | +13.4% | 12.42% | +22.2% |
| Q1 2022 | $14,588,000 | +4.9% | 143,938 | +11.7% | 10.16% | -21.3% |
| Q4 2021 | $13,906,000 | – | 128,876 | – | 12.91% | – |
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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% |