ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,069,463 | -28.9% | 181,764 | -26.2% | 0.30% | -26.8% |
| Q2 2023 | $23,997,736 | +100836.8% | 246,232 | -6.3% | 0.41% | -16.1% |
| Q1 2023 | $23,775 | -34.8% | 262,856 | -38.9% | 0.49% | -50.6% |
| Q4 2022 | $36,454 | -99.9% | 430,131 | -0.6% | 0.99% | -9.7% |
| Q3 2022 | $34,361,000 | +1.2% | 432,703 | +7.0% | 1.10% | +3.9% |
| Q2 2022 | $33,943,000 | -18.3% | 404,565 | -1.2% | 1.06% | -16.7% |
| Q1 2022 | $41,521,000 | -38.2% | 409,676 | -34.2% | 1.27% | -36.5% |
| Q4 2021 | $67,160,000 | +14.4% | 622,428 | +4.4% | 2.00% | +4.6% |
| Q3 2021 | $58,703,000 | +12.2% | 596,216 | +12.2% | 1.91% | +3.0% |
| Q2 2021 | $52,337,000 | +22.9% | 531,507 | +13.4% | 1.85% | +6.1% |
| Q1 2021 | $42,572,000 | +12.4% | 468,495 | +6.4% | 1.75% | -2.4% |
| Q4 2020 | $37,866,000 | +1094.5% | 440,144 | +958.0% | 1.79% | +818.5% |
| Q3 2020 | $3,170,000 | +9.1% | 41,601 | +0.2% | 0.20% | -6.7% |
| Q2 2020 | $2,905,000 | +95.0% | 41,506 | +60.1% | 0.21% | +51.4% |
| Q1 2020 | $1,490,000 | +451.9% | 25,917 | +584.5% | 0.14% | +500.0% |
| Q4 2019 | $270,000 | – | 3,786 | – | 0.02% | – |
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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% |