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 | $822,761 | -43.4% | 8,510 | -42.5% | 0.32% | -39.6% |
| Q2 2023 | $1,453,932 | -20.1% | 14,810 | -25.5% | 0.54% | -25.8% |
| Q1 2023 | $1,818,598 | -59.3% | 19,869 | -60.7% | 0.72% | -69.4% |
| Q4 2022 | $4,467,873 | -5.8% | 50,587 | -8.9% | 2.35% | -11.6% |
| Q3 2022 | $4,743,000 | -13.8% | 55,527 | -6.5% | 2.66% | -8.5% |
| Q2 2022 | $5,500,000 | -4.7% | 59,405 | -4.7% | 2.91% | -9.6% |
| Q1 2022 | $5,773,000 | -1.5% | 62,305 | +7.9% | 3.22% | -41.4% |
| Q4 2021 | $5,858,000 | +6.0% | 57,757 | +12.4% | 5.50% | +8.6% |
| Q3 2021 | $5,524,000 | -60.6% | 51,400 | -63.1% | 5.06% | +65.0% |
| Q2 2021 | $14,037,000 | +57.1% | 139,122 | +49.9% | 3.07% | +16.0% |
| Q1 2021 | $8,936,000 | -28.7% | 92,820 | -36.0% | 2.64% | -30.8% |
| Q4 2020 | $12,535,000 | +14.3% | 145,135 | +2.8% | 3.82% | -14.8% |
| Q3 2020 | $10,970,000 | – | 141,142 | – | 4.48% | – |
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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% |