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 | $768,653 | -3.6% | 8,185 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $797,710 | +7.8% | 8,185 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $740,333 | +5.5% | 8,185 | -1.2% | 0.02% | 0.0% |
| Q4 2022 | $701,815 | -3.9% | 8,281 | -9.9% | 0.02% | +6.7% |
| Q3 2022 | $730,000 | -3.7% | 9,192 | +1.7% | 0.02% | 0.0% |
| Q2 2022 | $758,000 | -17.9% | 9,036 | -0.8% | 0.02% | -6.2% |
| Q1 2022 | $923,000 | -8.1% | 9,110 | -2.1% | 0.02% | -5.9% |
| Q4 2021 | $1,004,000 | +5.9% | 9,301 | -3.4% | 0.02% | 0.0% |
| Q3 2021 | $948,000 | +22.2% | 9,633 | +22.2% | 0.02% | +21.4% |
| Q2 2021 | $776,000 | +36.4% | 7,885 | +26.0% | 0.01% | +27.3% |
| Q1 2021 | $569,000 | +8.0% | 6,257 | +2.2% | 0.01% | 0.0% |
| Q4 2020 | $527,000 | +25.2% | 6,123 | +11.0% | 0.01% | +10.0% |
| Q3 2020 | $421,000 | – | 5,518 | – | 0.01% | – |
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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% |