ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,285 | -46.6% | 3,986 | -44.6% | 0.11% | -44.6% |
| Q2 2023 | $701,378 | +18.3% | 7,197 | +9.8% | 0.20% | +15.3% |
| Q1 2023 | $592,951 | -68.8% | 6,556 | -70.8% | 0.18% | -72.8% |
| Q4 2022 | $1,900,143 | -5.0% | 22,421 | -11.0% | 0.65% | -13.4% |
| Q3 2022 | $2,000,000 | -5.8% | 25,181 | -0.5% | 0.75% | +45.7% |
| Q2 2022 | $2,124,000 | -18.2% | 25,320 | -1.1% | 0.52% | -7.7% |
| Q1 2022 | $2,595,000 | +2.1% | 25,608 | +8.7% | 0.56% | +13.4% |
| Q4 2021 | $2,542,000 | +12.9% | 23,555 | +3.0% | 0.49% | +5.6% |
| Q3 2021 | $2,252,000 | +17.2% | 22,872 | +17.2% | 0.47% | +18.8% |
| Q2 2021 | $1,922,000 | +7.4% | 19,522 | -0.9% | 0.39% | 0.0% |
| Q1 2021 | $1,790,000 | -3.6% | 19,694 | -8.8% | 0.39% | -0.3% |
| Q4 2020 | $1,857,000 | +63.2% | 21,588 | +44.5% | 0.39% | +11.9% |
| Q3 2020 | $1,138,000 | -60.5% | 14,938 | -63.7% | 0.35% | -57.8% |
| Q2 2020 | $2,881,000 | +113.9% | 41,163 | +75.7% | 0.84% | -2.8% |
| Q1 2020 | $1,347,000 | – | 23,422 | – | 0.86% | – |
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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% |