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 | $3,142,353 | -31.7% | 33,461 | -29.1% | 0.21% | -30.5% |
| Q2 2023 | $4,597,585 | -4.0% | 47,174 | -10.9% | 0.31% | -11.0% |
| Q1 2023 | $4,791,472 | -25.3% | 52,974 | -30.0% | 0.35% | -30.4% |
| Q4 2022 | $6,413,706 | +10.3% | 75,678 | +3.4% | 0.50% | +3.1% |
| Q3 2022 | $5,814,000 | +111.6% | 73,216 | +123.6% | 0.48% | +109.6% |
| Q2 2022 | $2,747,000 | -6.6% | 32,737 | +12.9% | 0.23% | -1.3% |
| Q1 2022 | $2,940,000 | +31.9% | 29,009 | +28.8% | 0.23% | +17.7% |
| Q4 2021 | $2,229,000 | -14.8% | 22,521 | -14.3% | 0.20% | -10.0% |
| Q3 2021 | $2,615,000 | +17.3% | 26,264 | +16.6% | 0.22% | +11.1% |
| Q2 2021 | $2,229,000 | +39.9% | 22,521 | +33.5% | 0.20% | +21.5% |
| Q1 2021 | $1,593,000 | – | 16,866 | – | 0.16% | – |
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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% |