ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,606,527 | +11.5% | 24,843 | -0.2% | 0.09% | 0.0% |
| Q3 2023 | $2,338,640 | -4.6% | 24,903 | -1.0% | 0.09% | -1.1% |
| Q2 2023 | $2,450,924 | +7.5% | 25,148 | -0.3% | 0.09% | 0.0% |
| Q1 2023 | $2,280,968 | +100074.3% | 25,218 | -6.1% | 0.09% | -6.3% |
| Q4 2022 | $2,277 | -99.9% | 26,869 | -12.8% | 0.10% | -14.4% |
| Q3 2022 | $2,447,000 | -5.4% | 30,819 | 0.0% | 0.11% | +2.8% |
| Q2 2022 | $2,586,000 | -25.3% | 30,819 | -9.8% | 0.11% | -10.7% |
| Q1 2022 | $3,463,000 | -10.5% | 34,166 | -4.7% | 0.12% | -4.7% |
| Q4 2021 | $3,870,000 | +11.2% | 35,863 | +1.4% | 0.13% | +1.6% |
| Q3 2021 | $3,481,000 | +3.9% | 35,358 | +3.9% | 0.12% | +3.3% |
| Q2 2021 | $3,350,000 | +532.1% | 34,016 | +483.5% | 0.12% | +505.0% |
| Q1 2021 | $530,000 | +33.8% | 5,830 | +26.7% | 0.02% | +25.0% |
| Q4 2020 | $396,000 | – | 4,600 | – | 0.02% | – |
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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% |