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 | $3,269,007 | -56.6% | 34,810 | -55.0% | 0.00% | -50.0% |
| Q2 2023 | $7,531,904 | +61936.9% | 77,282 | -42.4% | 0.00% | -42.9% |
| Q1 2023 | $12,141 | -99.6% | 134,234 | +292.9% | 0.01% | +250.0% |
| Q3 2022 | $2,713,000 | +22.4% | 34,169 | +29.3% | 0.00% | +100.0% |
| Q2 2022 | $2,216,000 | -8.6% | 26,417 | +10.4% | 0.00% | 0.0% |
| Q1 2022 | $2,425,000 | +5.8% | 23,928 | +12.7% | 0.00% | 0.0% |
| Q4 2021 | $2,292,000 | +682.3% | 21,239 | +559.4% | 0.00% | – |
| Q1 2021 | $293,000 | -63.9% | 3,221 | -69.7% | 0.00% | -100.0% |
| Q3 2020 | $811,000 | – | 10,642 | – | 0.00% | – |
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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% |