ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $856,929 | -5.4% | 9,125 | -1.9% | 0.03% | -3.4% |
| Q2 2023 | $906,281 | +10.2% | 9,299 | +2.2% | 0.03% | +3.6% |
| Q1 2023 | $822,734 | +3.7% | 9,096 | -2.9% | 0.03% | -3.4% |
| Q4 2022 | $793,684 | -36.9% | 9,365 | -37.5% | 0.03% | +11.5% |
| Q2 2022 | $1,258,000 | +70.5% | 14,988 | +105.9% | 0.03% | +4.0% |
| Q1 2022 | $738,000 | -6.5% | 7,279 | -0.4% | 0.02% | 0.0% |
| Q4 2021 | $789,000 | +8.7% | 7,309 | -0.8% | 0.02% | -28.6% |
| Q3 2021 | $726,000 | -2.6% | 7,371 | -2.6% | 0.04% | +16.7% |
| Q2 2021 | $745,000 | – | 7,571 | – | 0.03% | – |
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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% |