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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,297 | -3.6% | 4,007 | 0.0% | 0.14% | -1.4% |
| Q2 2023 | $390,522 | +32.6% | 4,007 | +23.1% | 0.14% | +26.4% |
| Q1 2023 | $294,505 | -5.2% | 3,256 | -11.2% | 0.11% | -9.8% |
| Q4 2022 | $310,694 | +7.5% | 3,666 | +0.8% | 0.12% | +1.7% |
| Q3 2022 | $289,000 | -7.7% | 3,637 | -2.4% | 0.12% | 0.0% |
| Q2 2022 | $313,000 | -5.4% | 3,725 | +13.9% | 0.12% | +8.1% |
| Q1 2022 | $331,000 | +21.7% | 3,270 | +29.6% | 0.11% | +26.1% |
| Q4 2021 | $272,000 | +20.9% | 2,524 | +10.3% | 0.09% | +15.8% |
| Q3 2021 | $225,000 | – | 2,288 | – | 0.08% | – |
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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% |