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 | $283,890 | -16.8% | 3,023 | -13.7% | 0.08% | -17.5% |
Q2 2023 | $341,305 | +5.5% | 3,502 | -2.1% | 0.10% | -1.0% |
Q1 2023 | $323,630 | -35.4% | 3,578 | -39.5% | 0.10% | -36.8% |
Q4 2022 | $500,957 | +2.7% | 5,911 | -3.7% | 0.16% | -6.6% |
Q3 2022 | $488,000 | -98.5% | 6,141 | -98.5% | 0.17% | -98.4% |
Q2 2022 | $33,293,000 | -16.8% | 396,818 | +0.5% | 10.61% | -16.3% |
Q1 2022 | $40,025,000 | +20.5% | 394,916 | +28.3% | 12.68% | +14.4% |
Q4 2021 | $33,223,000 | – | 307,905 | – | 11.08% | – |
Download |
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% |