ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,706,882 | +63.6% | 18,871 | +53.3% | 1.06% | +54.9% |
| Q4 2022 | $1,043,103 | -8.2% | 12,308 | -10.0% | 0.68% | -9.4% |
| Q3 2022 | $1,136,000 | +0.6% | 13,677 | +9.6% | 0.76% | +8.6% |
| Q2 2022 | $1,129,000 | -22.5% | 12,477 | -13.1% | 0.70% | -15.9% |
| Q1 2022 | $1,456,000 | +317.2% | 14,365 | +344.0% | 0.83% | +322.4% |
| Q4 2021 | $349,000 | +9.4% | 3,235 | 0.0% | 0.20% | +4.3% |
| Q3 2021 | $319,000 | 0.0% | 3,235 | 0.0% | 0.19% | -1.1% |
| Q2 2021 | $319,000 | +2.9% | 3,235 | 0.0% | 0.19% | -2.1% |
| Q1 2021 | $310,000 | – | 3,235 | – | 0.19% | – |
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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% |