ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,253 | -9.1% | 3,470 | -6.1% | 0.01% | -6.7% |
| Q2 2023 | $360,115 | +7.6% | 3,695 | -0.1% | 0.02% | 0.0% |
| Q1 2023 | $334,665 | +1.0% | 3,700 | -5.4% | 0.02% | -6.2% |
| Q4 2022 | $331,372 | +9.4% | 3,910 | +2.4% | 0.02% | 0.0% |
| Q3 2022 | $303,000 | +5.2% | 3,820 | +11.4% | 0.02% | +6.7% |
| Q2 2022 | $288,000 | -36.7% | 3,430 | -23.5% | 0.02% | -21.1% |
| Q1 2022 | $455,000 | -9.7% | 4,485 | -4.1% | 0.02% | -5.0% |
| Q4 2021 | $504,000 | +13.8% | 4,675 | +3.9% | 0.02% | 0.0% |
| Q3 2021 | $443,000 | -0.2% | 4,498 | -0.3% | 0.02% | -4.8% |
| Q2 2021 | $444,000 | +22.3% | 4,513 | +13.0% | 0.02% | +10.5% |
| Q1 2021 | $363,000 | +29.6% | 3,993 | +22.6% | 0.02% | +18.8% |
| Q4 2020 | $280,000 | -4.8% | 3,258 | -15.6% | 0.02% | -20.0% |
| Q3 2020 | $294,000 | – | 3,859 | – | 0.02% | – |
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% |