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 | $649,771 | -32.8% | 6,919 | -30.2% | 0.07% | -35.5% |
Q2 2023 | $966,325 | +1.5% | 9,915 | -5.8% | 0.11% | -10.1% |
Q1 2023 | $952,296 | -49.0% | 10,528 | -52.2% | 0.12% | -58.0% |
Q4 2022 | $1,867,384 | -3.6% | 22,034 | -9.7% | 0.28% | -36.1% |
Q3 2022 | $1,937,000 | +5.0% | 24,398 | +11.1% | 0.44% | -6.7% |
Q2 2022 | $1,844,000 | -6.4% | 21,966 | +13.0% | 0.48% | -5.0% |
Q1 2022 | $1,971,000 | -1.1% | 19,445 | +5.3% | 0.50% | -10.4% |
Q4 2021 | $1,992,000 | – | 18,466 | – | 0.56% | – |
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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% |