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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $786,121 | -20.9% | 8,066 | -26.6% | 0.05% | -25.0% |
| Q1 2023 | $994,113 | -11.6% | 10,991 | -17.2% | 0.06% | -19.0% |
| Q4 2022 | $1,125,107 | +64118.4% | 13,276 | -39.8% | 0.08% | -42.3% |
| Q3 2022 | $1,752 | +102.8% | 22,061 | +114.2% | 0.14% | +101.5% |
| Q2 2022 | $864 | +0.5% | 10,300 | +21.3% | 0.07% | +17.2% |
| Q1 2022 | $860 | +78.8% | 8,488 | +90.6% | 0.06% | +56.8% |
| Q4 2021 | $481 | -28.8% | 4,453 | -35.1% | 0.04% | -43.9% |
| Q3 2021 | $676 | +0.4% | 6,861 | +0.5% | 0.07% | -17.5% |
| Q2 2021 | $673 | +18.1% | 6,830 | +8.9% | 0.08% | -10.1% |
| Q1 2021 | $570 | +42.5% | 6,270 | +34.9% | 0.09% | +11.2% |
| Q4 2020 | $400 | – | 4,647 | – | 0.08% | – |
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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% |