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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,503,029 | -2.4% | 16,005 | +1.3% | 0.23% | +14.9% |
| Q2 2023 | $1,539,380 | -2.3% | 15,795 | -9.3% | 0.20% | -3.8% |
| Q1 2023 | $1,575,359 | +4.6% | 17,417 | -2.0% | 0.21% | +2.9% |
| Q4 2022 | $1,506,326 | -9.6% | 17,774 | -15.3% | 0.20% | -15.0% |
| Q3 2022 | $1,667,000 | -12.3% | 20,991 | -7.3% | 0.24% | -7.0% |
| Q2 2022 | $1,900,000 | +10.7% | 22,649 | +33.7% | 0.26% | +26.5% |
| Q1 2022 | $1,717,000 | -9.4% | 16,941 | -3.5% | 0.20% | -1.4% |
| Q4 2021 | $1,895,000 | +13.9% | 17,563 | +3.9% | 0.21% | +24.7% |
| Q3 2021 | $1,664,000 | -34.0% | 16,900 | -34.0% | 0.17% | -40.9% |
| Q2 2021 | $2,522,000 | +19.9% | 25,609 | +10.6% | 0.28% | +19.1% |
| Q1 2021 | $2,104,000 | +4.0% | 23,150 | -1.6% | 0.24% | -19.7% |
| Q4 2020 | $2,023,000 | +12.2% | 23,519 | -0.6% | 0.29% | +26.2% |
| Q3 2020 | $1,803,000 | +7.6% | 23,653 | +1.6% | 0.23% | +128.4% |
| Q2 2020 | $1,675,000 | +66.3% | 23,272 | +32.9% | 0.10% | -32.9% |
| Q1 2020 | $1,007,000 | -59.0% | 17,508 | -49.2% | 0.15% | -53.8% |
| Q4 2019 | $2,457,000 | +18.9% | 34,447 | +8.9% | 0.33% | +20.5% |
| Q3 2019 | $2,067,000 | +2.7% | 31,618 | +1.3% | 0.27% | -4.9% |
| Q2 2019 | $2,013,000 | +98.5% | 31,198 | +91.3% | 0.29% | +95.2% |
| Q1 2019 | $1,014,000 | – | 16,312 | – | 0.15% | – |
Download | ||||||
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% |