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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,870,057 | -1.4% | 467,150 | +2.3% | 1.05% | +10.7% |
| Q2 2023 | $44,498,092 | +16.8% | 456,578 | +8.4% | 0.95% | -41.8% |
| Q1 2023 | $38,106,856 | +3.9% | 421,303 | -2.6% | 1.64% | -7.2% |
| Q4 2022 | $36,662,342 | +17.4% | 432,594 | +10.0% | 1.76% | -4.7% |
| Q3 2022 | $31,228,000 | +4.1% | 393,251 | +10.0% | 1.85% | -8.5% |
| Q2 2022 | $30,005,000 | -13.8% | 357,624 | +4.1% | 2.02% | +17.9% |
| Q1 2022 | $34,813,000 | -2.6% | 343,490 | +3.7% | 1.71% | +3.6% |
| Q4 2021 | $35,731,000 | +5.7% | 331,146 | -3.6% | 1.65% | +6.8% |
| Q3 2021 | $33,809,000 | +15.4% | 343,377 | +15.4% | 1.55% | +18.7% |
| Q2 2021 | $29,297,000 | +8.4% | 297,526 | 0.0% | 1.30% | +9.9% |
| Q1 2021 | $27,036,000 | – | 297,526 | – | 1.19% | – |
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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% |