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 | $219,282 | -6.6% | 2,335 | -3.1% | 0.06% | -4.7% |
| Q2 2023 | $234,783 | -15.0% | 2,409 | -21.1% | 0.06% | -21.0% |
| Q1 2023 | $276,182 | -7.2% | 3,053 | -13.1% | 0.08% | -25.0% |
| Q4 2022 | $297,704 | -26.1% | 3,513 | -30.8% | 0.11% | -32.9% |
| Q3 2022 | $403,000 | -10.2% | 5,073 | -5.2% | 0.16% | -7.5% |
| Q2 2022 | $449,000 | -27.0% | 5,352 | -11.8% | 0.17% | -23.0% |
| Q1 2022 | $615,000 | -1.0% | 6,070 | -2.0% | 0.23% | -3.0% |
| Q4 2021 | $621,000 | +4.5% | 6,193 | +2.7% | 0.23% | -0.4% |
| Q3 2021 | $594,000 | – | 6,031 | – | 0.23% | – |
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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% |