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 | $1,559,558 | -25.8% | 16,606 | -23.0% | 0.06% | -23.7% |
| Q2 2023 | $2,102,796 | -39.6% | 21,575 | -43.9% | 0.08% | -34.5% |
| Q1 2023 | $3,480,228 | -7.8% | 38,476 | -13.6% | 0.12% | -14.1% |
| Q4 2022 | $3,774,427 | -0.2% | 44,536 | -6.5% | 0.14% | -6.2% |
| Q3 2022 | $3,782,000 | -31.9% | 47,632 | -28.0% | 0.14% | -25.4% |
| Q2 2022 | $5,551,000 | -34.8% | 66,158 | -21.2% | 0.19% | -24.3% |
| Q1 2022 | $8,514,000 | +33.1% | 84,006 | +41.7% | 0.26% | +43.3% |
| Q4 2021 | $6,397,000 | +14.9% | 59,287 | +4.9% | 0.18% | +6.6% |
| Q3 2021 | $5,566,000 | +4.4% | 56,526 | +4.5% | 0.17% | +5.0% |
| Q2 2021 | $5,329,000 | +7.9% | 54,117 | -0.4% | 0.16% | +0.6% |
| Q1 2021 | $4,938,000 | +9.8% | 54,345 | +3.9% | 0.16% | +3.3% |
| Q4 2020 | $4,498,000 | +39.6% | 52,282 | +23.7% | 0.15% | +19.5% |
| Q3 2020 | $3,222,000 | +0.3% | 42,279 | -7.9% | 0.13% | -9.2% |
| Q2 2020 | $3,213,000 | +290.4% | 45,910 | +220.7% | 0.14% | +187.8% |
| Q1 2020 | $823,000 | – | 14,316 | – | 0.05% | – |
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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% |