ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,500,313 | -20.1% | 68,928 | -17.4% | 0.98% | -20.1% |
| Q2 2023 | $8,134,625 | -4.0% | 83,466 | -10.9% | 1.23% | -10.2% |
| Q1 2023 | $8,474,618 | -39.7% | 93,694 | -43.5% | 1.37% | -49.3% |
| Q4 2022 | $14,065,705 | -7.0% | 165,967 | -12.8% | 2.69% | -10.2% |
| Q3 2022 | $15,121,000 | -1.8% | 190,413 | +3.8% | 3.00% | -1.7% |
| Q2 2022 | $15,394,000 | -16.8% | 183,485 | +0.5% | 3.05% | +2.9% |
| Q1 2022 | $18,510,000 | -1.4% | 182,631 | +5.0% | 2.96% | -5.1% |
| Q4 2021 | $18,766,000 | +14.6% | 173,919 | +4.6% | 3.12% | -28.7% |
| Q3 2021 | $16,375,000 | -30.2% | 166,311 | -30.2% | 4.38% | +19.3% |
| Q2 2021 | $23,466,000 | +9.9% | 238,310 | +1.4% | 3.68% | -4.2% |
| Q1 2021 | $21,361,000 | +19.8% | 235,073 | +13.4% | 3.84% | +16.7% |
| Q4 2020 | $17,831,000 | +153.4% | 207,276 | +124.5% | 3.29% | +33.5% |
| Q3 2020 | $7,036,000 | +23.9% | 92,329 | +13.8% | 2.46% | -5.7% |
| Q2 2020 | $5,680,000 | +140.9% | 81,155 | +97.8% | 2.61% | +81.2% |
| Q1 2020 | $2,358,000 | – | 41,019 | – | 1.44% | – |
Download | ||||||
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% |