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 | $1,716,647 | +1.7% | 18,279 | +3.8% | 1.09% | -1.5% |
| Q2 2023 | $1,688,035 | +17.7% | 17,610 | +11.1% | 1.11% | +22.5% |
| Q1 2023 | $1,433,609 | +11.1% | 15,850 | +4.1% | 0.90% | +1.5% |
| Q4 2022 | $1,290,587 | +3.7% | 15,228 | -2.8% | 0.89% | -4.6% |
| Q3 2022 | $1,244,000 | -5.4% | 15,670 | 0.0% | 0.93% | -1.9% |
| Q2 2022 | $1,315,000 | -20.7% | 15,670 | -4.3% | 0.95% | -15.2% |
| Q1 2022 | $1,659,000 | -12.9% | 16,371 | -7.3% | 1.12% | -8.6% |
| Q4 2021 | $1,905,000 | – | 17,657 | – | 1.23% | – |
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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% |