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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $310,237 | +10.0% | 2,956 | -4.2% | 0.23% | +9.7% |
| Q3 2023 | $282,044 | -14.2% | 3,087 | -5.9% | 0.21% | -27.7% |
| Q2 2023 | $328,739 | -42.4% | 3,282 | -48.0% | 0.28% | -49.9% |
| Q1 2023 | $570,663 | -97.0% | 6,309 | -97.2% | 0.57% | -96.7% |
| Q4 2022 | $18,770,531 | -8.4% | 221,480 | -14.1% | 17.06% | -19.9% |
| Q3 2022 | $20,483,000 | -17.7% | 257,967 | -13.0% | 21.29% | -12.6% |
| Q2 2022 | $24,895,000 | -43.1% | 296,656 | -31.3% | 24.36% | -25.1% |
| Q1 2022 | $43,755,000 | – | 431,764 | – | 32.52% | – |
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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% |