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 | $891 | -32.9% | 9,491 | -30.4% | 0.05% | -32.4% |
| Q2 2023 | $1,328 | +12.6% | 13,629 | +4.6% | 0.07% | +10.4% |
| Q1 2023 | $1,179 | -55.9% | 13,035 | -58.7% | 0.07% | -58.9% |
| Q4 2022 | $2,672 | -99.9% | 31,528 | -2.2% | 0.16% | -7.4% |
| Q3 2022 | $2,561,000 | +45.8% | 32,253 | +54.0% | 0.18% | +44.3% |
| Q2 2022 | $1,757,000 | +1657.0% | 20,945 | +2022.1% | 0.12% | +1933.3% |
| Q1 2022 | $100,000 | -5.7% | 987 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $106,000 | +26.2% | 987 | +15.7% | 0.01% | 0.0% |
| Q3 2021 | $84,000 | 0.0% | 853 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $84,000 | +33.3% | 853 | +23.1% | 0.01% | +50.0% |
| Q1 2021 | $63,000 | +21.2% | 693 | +15.5% | 0.00% | -20.0% |
| Q4 2020 | $52,000 | +642.9% | 600 | +589.7% | 0.01% | +400.0% |
| Q3 2020 | $7,000 | – | 87 | – | 0.00% | – |
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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% |