ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $405,614 | -68.6% | 4,786 | -70.6% | 0.08% | -70.6% |
| Q3 2022 | $1,293,000 | -41.5% | 16,289 | -38.2% | 0.28% | -42.2% |
| Q2 2022 | $2,212,000 | -24.6% | 26,370 | -8.9% | 0.48% | -11.7% |
| Q1 2022 | $2,932,000 | +190.3% | 28,933 | +209.0% | 0.55% | +194.1% |
| Q4 2021 | $1,010,000 | +146.3% | 9,364 | +124.6% | 0.19% | +129.6% |
| Q3 2021 | $410,000 | -41.3% | 4,169 | -58.3% | 0.08% | -67.6% |
| Q2 2020 | $699,000 | – | 9,991 | – | 0.25% | – |
Download | ||||||
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% |