ESGU ISHARES TR

Ownership history in Clarius Group, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Clarius Group, LLC reported a position in ISHARES TR (ESGU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.47% (2025 Q3)
Avg. % of fund
0.46%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 168,201 -1,959 -1.2% 1.43% $25.1M $148.60
2025 Q3 REDUCED 170,160 -786 -0.5% 1.47% $24.8M $144.79
2025 Q2 REDUCED 170,946 -3,618 -2.1% 1.35% $23.1M $134.20
2025 Q1 ADDED 174,564 +13,632 +8.5% 1.34% $21.3M $120.62
2024 Q4 ADDED 160,932 +150,607 +1458.7% 1.42% $20.7M $127.12
2024 Q3 ADDED 10,325 +1,386 +15.5% 0.09% $1.3M $124.14
2024 Q2 ADDED 8,939 +194 +2.2% 0.08% $1.1M $116.98
2024 Q1 REDUCED 8,745 -1,034 -10.6% 0.07% $1.0M $112.42
2023 Q4 REDUCED 9,779 -1,226 -11.1% 0.09% $1.0M $102.26
2023 Q3 ADDED 11,005 +3,355 +43.9% 0.10% $1.0M $91.24
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESGU price (monthly, adj. close)
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