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 | $3,106,189 | -33.9% | 33,076 | -31.4% | 2.38% | -32.1% |
| Q2 2023 | $4,701,583 | +5.9% | 48,241 | -0.7% | 3.51% | +1.1% |
| Q1 2023 | $4,441,358 | -54.9% | 48,561 | -58.2% | 3.47% | -58.3% |
| Q4 2022 | $9,844,595 | -6.2% | 116,160 | -12.1% | 8.32% | -14.8% |
| Q3 2022 | $10,492,000 | -10.2% | 132,129 | +3.7% | 9.75% | +2.9% |
| Q2 2022 | $11,679,000 | -14.1% | 127,427 | -5.1% | 9.48% | -7.9% |
| Q1 2022 | $13,602,000 | +4.0% | 134,212 | +10.7% | 10.30% | +5.2% |
| Q4 2021 | $13,085,000 | +20.6% | 121,269 | +10.0% | 9.79% | +7.8% |
| Q2 2021 | $10,851,000 | +11.9% | 110,197 | +3.2% | 9.08% | +0.6% |
| Q1 2021 | $9,701,000 | -6.8% | 106,759 | -11.8% | 9.03% | -19.8% |
| Q4 2020 | $10,414,000 | – | 121,045 | – | 11.25% | – |
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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% |