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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,341,665 | -3.4% | 86,627 | -9.5% | 8.53% | -12.4% |
| Q3 2022 | $7,604,000 | -4.8% | 95,762 | +0.6% | 9.73% | -3.1% |
| Q2 2022 | $7,987,000 | -23.2% | 95,198 | -7.2% | 10.05% | +10.4% |
| Q1 2022 | $10,395,000 | -3.1% | 102,570 | +3.1% | 9.10% | +0.7% |
| Q4 2021 | $10,733,000 | +8.4% | 99,469 | -1.1% | 9.03% | +4.9% |
| Q3 2021 | $9,904,000 | +2.9% | 100,593 | +2.9% | 8.61% | +2.5% |
| Q2 2021 | $9,626,000 | +15.4% | 97,761 | +6.5% | 8.40% | +8.3% |
| Q1 2021 | $8,342,000 | +5.9% | 91,796 | +0.2% | 7.76% | +2.4% |
| Q4 2020 | $7,877,000 | – | 91,572 | – | 7.58% | – |
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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% |