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 | $317,649 | +3.2% | 3,382 | +7.1% | 0.24% | +16.8% |
| Q2 2023 | $307,667 | +4.0% | 3,157 | -3.4% | 0.20% | -5.2% |
| Q1 2023 | $295,723 | +8.6% | 3,269 | +1.7% | 0.21% | -7.4% |
| Q4 2022 | $272,297 | -76.1% | 3,213 | -77.6% | 0.23% | -75.5% |
| Q3 2022 | $1,137,000 | +32.7% | 14,321 | +40.2% | 0.94% | +44.2% |
| Q2 2022 | $857,000 | -66.4% | 10,212 | -59.4% | 0.65% | -59.3% |
| Q1 2022 | $2,551,000 | -2.2% | 25,170 | +4.1% | 1.60% | +7.2% |
| Q4 2021 | $2,609,000 | +13.0% | 24,183 | +3.2% | 1.49% | +11.0% |
| Q3 2021 | $2,308,000 | +7.4% | 23,439 | +7.4% | 1.34% | +9.1% |
| Q2 2021 | $2,149,000 | +8.3% | 21,822 | -0.1% | 1.23% | -2.5% |
| Q1 2021 | $1,984,000 | +6.4% | 21,837 | +0.8% | 1.26% | -8.8% |
| Q4 2020 | $1,864,000 | – | 21,665 | – | 1.38% | – |
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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% |