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 | $310,279 | -3.6% | 3,304 | +0.0% | 0.00% | 0.0% |
Q2 2023 | $322,000 | +7.7% | 3,303 | -0.0% | 0.00% | 0.0% |
Q1 2023 | $299,000 | +6.8% | 3,304 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $280,000 | +6.9% | 3,304 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $262,000 | -5.4% | 3,304 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $277,000 | -95.7% | 3,304 | -94.8% | 0.00% | -90.9% |
Q1 2022 | $6,446,000 | -55.8% | 63,604 | -53.0% | 0.01% | -45.0% |
Q4 2021 | $14,599,000 | -35.6% | 135,300 | -41.2% | 0.02% | -50.0% |
Q3 2021 | $22,656,000 | -0.0% | 230,100 | 0.0% | 0.04% | -4.8% |
Q2 2021 | $22,658,000 | – | 230,100 | – | 0.04% | – |
Download |
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% |