ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $782,291 | -4.3% | 8,330 | -0.7% | 0.10% | -1.0% |
| Q2 2023 | $817,613 | -14.8% | 8,389 | -20.9% | 0.10% | -19.2% |
| Q1 2023 | $959,088 | -31.0% | 10,604 | -39.4% | 0.12% | -40.3% |
| Q3 2022 | $1,390,000 | +1.8% | 17,500 | +9.8% | 0.20% | +10.4% |
| Q2 2022 | $1,365,000 | -9.9% | 15,937 | +0.6% | 0.18% | -2.2% |
| Q1 2022 | $1,515,000 | +12.4% | 15,849 | +26.8% | 0.19% | +20.8% |
| Q4 2021 | $1,348,000 | +36.3% | 12,495 | +24.5% | 0.15% | +15.8% |
| Q3 2021 | $989,000 | +0.6% | 10,040 | +3.6% | 0.13% | -7.6% |
| Q2 2021 | $983,000 | +12.2% | 9,688 | +0.5% | 0.14% | +1.4% |
| Q1 2021 | $876,000 | +4.7% | 9,644 | +2.1% | 0.14% | -1.4% |
| Q4 2020 | $837,000 | +23.5% | 9,449 | +6.2% | 0.14% | +5.1% |
| Q3 2020 | $678,000 | +82.3% | 8,898 | +67.0% | 0.14% | +52.2% |
| Q2 2020 | $372,000 | +25.7% | 5,329 | +3.5% | 0.09% | +30.4% |
| Q1 2020 | $296,000 | -19.3% | 5,150 | 0.0% | 0.07% | -8.0% |
| Q4 2019 | $367,000 | – | 5,150 | – | 0.08% | – |
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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% |