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 | $2,748,612 | -57.0% | 50,506 | -41.8% | 0.41% | -50.3% |
| Q2 2023 | $6,385,019 | -5.1% | 86,760 | -9.3% | 0.83% | -6.4% |
| Q1 2023 | $6,728,636 | -41.8% | 95,619 | -39.3% | 0.88% | -44.9% |
| Q4 2022 | $11,563,695 | +34.6% | 157,657 | +21.9% | 1.60% | +16.0% |
| Q3 2022 | $8,589,000 | +46.0% | 129,356 | +41.7% | 1.38% | +53.6% |
| Q2 2022 | $5,882,000 | +73.0% | 91,318 | +66.6% | 0.90% | +96.7% |
| Q1 2022 | $3,400,000 | +178.0% | 54,806 | +68.1% | 0.46% | +182.7% |
| Q4 2021 | $1,223,000 | +80.6% | 32,605 | +398.5% | 0.16% | +78.0% |
| Q3 2021 | $677,000 | – | 6,540 | – | 0.09% | – |
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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% |