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 | $800,677 | -10.1% | 8,526 | -6.7% | 0.05% | -34.7% |
| Q2 2023 | $890,589 | -22.1% | 9,138 | -27.7% | 0.08% | -25.0% |
| Q1 2023 | $1,143,249 | -10.6% | 12,640 | -16.2% | 0.10% | -20.0% |
| Q4 2022 | $1,278,240 | +8.1% | 15,082 | +1.3% | 0.12% | -1.6% |
| Q3 2022 | $1,182,000 | +41.4% | 14,889 | +49.5% | 0.13% | +86.8% |
| Q2 2022 | $836,000 | +13.0% | 9,960 | +36.3% | 0.07% | -16.0% |
| Q1 2022 | $740,000 | -2.9% | 7,306 | +3.4% | 0.08% | 0.0% |
| Q4 2021 | $762,000 | +64.9% | 7,066 | +50.5% | 0.08% | +42.1% |
| Q3 2021 | $462,000 | +33.1% | 4,695 | +33.3% | 0.06% | +29.5% |
| Q2 2021 | $347,000 | +30.0% | 3,523 | +19.7% | 0.04% | +12.8% |
| Q1 2021 | $267,000 | – | 2,942 | – | 0.04% | – |
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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% |