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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,304,152 | -33.6% | 24,536 | -31.1% | 0.07% | -33.0% |
| Q2 2023 | $3,471,890 | -17.2% | 35,624 | -23.1% | 0.11% | -22.1% |
| Q1 2023 | $4,191,773 | +6.2% | 46,344 | -0.5% | 0.14% | +0.7% |
| Q4 2022 | $3,946,784 | +0.5% | 46,570 | -5.8% | 0.14% | -26.2% |
| Q3 2022 | $3,926,000 | -9.1% | 49,437 | -3.9% | 0.18% | -9.9% |
| Q2 2022 | $4,318,000 | -9.9% | 51,466 | +8.8% | 0.20% | -0.5% |
| Q1 2022 | $4,793,000 | -6.1% | 47,292 | -0.0% | 0.20% | +2.5% |
| Q4 2021 | $5,105,000 | +17.3% | 47,309 | +7.0% | 0.20% | -5.2% |
| Q3 2021 | $4,351,000 | +2.2% | 44,195 | +2.2% | 0.21% | -7.1% |
| Q2 2021 | $4,257,000 | +61.4% | 43,231 | +49.0% | 0.23% | +50.7% |
| Q1 2021 | $2,637,000 | +42.3% | 29,019 | +34.7% | 0.15% | +31.6% |
| Q4 2020 | $1,853,000 | +54.4% | 21,539 | +36.8% | 0.11% | +35.7% |
| Q3 2020 | $1,200,000 | +62.8% | 15,743 | +49.5% | 0.08% | +37.7% |
| Q2 2020 | $737,000 | +29.5% | 10,533 | +6.3% | 0.06% | 0.0% |
| Q1 2020 | $569,000 | -11.5% | 9,905 | +9.8% | 0.06% | +38.6% |
| Q4 2019 | $643,000 | – | 9,021 | – | 0.04% | – |
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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% |