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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $305,269 | +7.7% | 3,375 | +0.9% | 0.09% | -10.0% |
| Q4 2022 | $283,489 | +2.7% | 3,345 | -4.0% | 0.10% | -56.3% |
| Q3 2022 | $276,000 | -32.4% | 3,483 | -28.4% | 0.23% | -34.2% |
| Q2 2022 | $408,000 | -14.3% | 4,867 | +3.4% | 0.35% | +4.2% |
| Q1 2022 | $476,000 | -2.7% | 4,706 | +3.7% | 0.33% | +8.1% |
| Q4 2021 | $489,000 | +11.1% | 4,539 | +1.5% | 0.31% | +3.0% |
| Q3 2021 | $440,000 | 0.0% | 4,474 | -0.0% | 0.30% | 0.0% |
| Q2 2021 | $440,000 | +19.2% | 4,476 | +10.1% | 0.30% | -29.2% |
| Q1 2021 | $369,000 | +12.5% | 4,067 | +6.6% | 0.42% | +21.5% |
| Q4 2020 | $328,000 | – | 3,815 | – | 0.35% | – |
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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% |