ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,180 | -44.3% | 2,085 | -51.6% | 0.04% | -53.2% |
| Q4 2022 | $364,731 | -2.2% | 4,304 | -8.3% | 0.08% | -13.5% |
| Q3 2022 | $373,000 | -7.0% | 4,693 | -1.9% | 0.09% | -6.3% |
| Q2 2022 | $401,000 | -22.0% | 4,784 | -5.6% | 0.10% | -7.8% |
| Q1 2022 | $514,000 | -4.6% | 5,069 | +1.5% | 0.10% | -4.6% |
| Q4 2021 | $539,000 | +7.8% | 4,994 | -1.6% | 0.11% | -30.3% |
| Q3 2021 | $500,000 | +29.9% | 5,073 | +29.7% | 0.16% | +36.0% |
| Q2 2021 | $385,000 | +11.6% | 3,911 | +3.1% | 0.11% | -9.5% |
| Q1 2021 | $345,000 | -14.6% | 3,792 | -19.3% | 0.13% | -20.8% |
| Q4 2020 | $404,000 | +48.0% | 4,701 | +31.2% | 0.16% | +11.2% |
| Q3 2020 | $273,000 | +8.8% | 3,584 | +0.0% | 0.14% | -18.3% |
| Q2 2020 | $251,000 | – | 3,583 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CWM, LLC | 6,499,365 | $639,992,000 | 5.10% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 10,816 | $672,000 | 2.37% |
| RETIREMENT CAPITAL STRATEGIES | 33,567 | $2,086,000 | 1.06% |
| Private Ocean, LLC | 55,569 | $3,453,000 | 0.94% |
| Valtinson Bruner Financial Planning LLC | 4,808 | $299,000 | 0.26% |
| Bigelow Investment Advisors, LLC | 4,786 | $297,000 | 0.21% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 6,685 | $415,000 | 0.16% |
| NOTTINGHAM ADVISORS, INC. | 16,312 | $1,014,000 | 0.15% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 53,424 | $3,320,000 | 0.14% |
| FCG ADVISORS, LLC | 6,016 | $374,000 | 0.12% |