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 | $1,844,202 | +3.2% | 19,638 | +7.1% | 0.07% | +6.1% |
| Q2 2023 | $1,787,529 | -12.0% | 18,341 | -18.3% | 0.07% | -16.5% |
| Q1 2023 | $2,030,842 | +83199.5% | 22,453 | -22.0% | 0.08% | -42.3% |
| Q4 2022 | $2,438 | -99.8% | 28,773 | +58.7% | 0.14% | +57.5% |
| Q3 2022 | $1,440,000 | -55.0% | 18,129 | -52.5% | 0.09% | -34.1% |
| Q2 2022 | $3,203,000 | -22.1% | 38,174 | -5.9% | 0.13% | +20.0% |
| Q1 2022 | $4,110,000 | +61.6% | 40,554 | +72.1% | 0.11% | +96.4% |
| Q4 2021 | $2,543,000 | -8.2% | 23,565 | -16.2% | 0.06% | -23.3% |
| Q3 2021 | $2,769,000 | +18.2% | 28,121 | +18.3% | 0.07% | +15.9% |
| Q2 2021 | $2,343,000 | +18.2% | 23,771 | +9.0% | 0.06% | +18.9% |
| Q1 2021 | $1,982,000 | – | 21,812 | – | 0.05% | – |
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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% |