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 | $888,400 | -95.2% | 9,460 | -95.0% | 0.03% | -95.6% |
| Q2 2023 | $18,413,487 | -54.7% | 188,934 | -57.9% | 0.61% | -58.0% |
| Q1 2023 | $40,639,281 | +7.0% | 449,301 | +0.2% | 1.45% | -3.8% |
| Q4 2022 | $37,987,427 | -6.5% | 448,229 | -12.3% | 1.51% | -14.7% |
| Q3 2022 | $40,607,000 | +14.8% | 511,353 | +23.5% | 1.77% | +19.7% |
| Q2 2022 | $35,366,000 | +28.9% | 413,976 | +47.6% | 1.48% | +39.4% |
| Q1 2022 | $27,433,000 | +22.0% | 280,386 | +32.9% | 1.06% | +25.4% |
| Q4 2021 | $22,488,000 | +13.8% | 211,020 | +6.0% | 0.85% | -2.0% |
| Q3 2021 | $19,756,000 | +25.1% | 199,071 | +26.1% | 0.86% | +13.9% |
| Q2 2021 | $15,795,000 | +58.8% | 157,836 | +47.9% | 0.76% | +32.1% |
| Q1 2021 | $9,949,000 | +301.3% | 106,685 | +278.1% | 0.57% | +252.1% |
| Q4 2020 | $2,479,000 | +371.3% | 28,217 | +308.2% | 0.16% | +41.7% |
| Q3 2020 | $526,000 | +143.5% | 6,912 | +126.7% | 0.12% | +505.3% |
| Q2 2020 | $216,000 | – | 3,049 | – | 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% |