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 ↓ |
|---|---|---|---|
| PAX Financial Group, LLC | 326,733 | $20,725,000 | 8.85% |
| PARK AVENUE SECURITIES LLC | 1,487,924 | $85,541,000 | 7.27% |
| Pettinga Financial Advisors LLC | 158,875 | $9,134,000 | 6.16% |
| CWM, LLC | 6,499,365 | $639,992,000 | 5.10% |
| Lineweaver Wealth Advisors, LLC | 123,157 | $7,100,000 | 4.46% |
| MCIA Inc | 137,124 | $8,555,000 | 4.42% |
| VIVID FINANCIAL MANAGEMENT, INC. | 56,580 | $3,253,000 | 4.25% |
| Leicht Financial Planning & Wealth Management, Inc. | 75,132 | $4,328,000 | 4.18% |
| Stone House Investment Management, LLC | 119,428 | $6,866,000 | 4.01% |
| Cooper Financial Group | 161,654 | $9,293,000 | 3.87% |