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 | $3,346,295 | -15.4% | 35,633 | -12.2% | 0.40% | -16.1% |
| Q2 2023 | $3,955,024 | -88.7% | 40,581 | -89.5% | 0.48% | -89.1% |
| Q1 2023 | $34,945,086 | -16.1% | 386,347 | -21.4% | 4.38% | -22.5% |
| Q4 2022 | $41,647,930 | +3.6% | 491,421 | -2.9% | 5.65% | -3.1% |
| Q3 2022 | $40,205,000 | -6.1% | 506,292 | -0.8% | 5.83% | -10.0% |
| Q2 2022 | $42,823,000 | -17.8% | 510,411 | -0.7% | 6.47% | -14.0% |
| Q1 2022 | $52,070,000 | +17.0% | 513,767 | +24.6% | 7.53% | +26.7% |
| Q4 2021 | $44,506,000 | +9.7% | 412,474 | +0.1% | 5.94% | +6.8% |
| Q3 2021 | $40,557,000 | +2.5% | 411,915 | +2.5% | 5.56% | -4.1% |
| Q2 2021 | $39,561,000 | +2.2% | 401,760 | -5.7% | 5.80% | +3.4% |
| Q1 2021 | $38,719,000 | +19.3% | 426,097 | +12.9% | 5.61% | +10.4% |
| Q4 2020 | $32,464,000 | – | 377,355 | – | 5.09% | – |
Download | ||||||
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% |