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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $592,586 | -7.7% | 5,648 | -17.4% | 0.47% | -19.9% |
| Q3 2023 | $641,739 | -17.7% | 6,834 | -14.6% | 0.58% | -15.6% |
| Q2 2023 | $779,636 | +7.8% | 8,000 | +0.0% | 0.69% | +4.1% |
| Q1 2023 | $723,519 | -20.0% | 7,999 | -25.1% | 0.66% | -14.1% |
| Q4 2022 | $904,691 | -28.1% | 10,675 | -32.6% | 0.77% | -38.5% |
| Q3 2022 | $1,258,000 | +30.1% | 15,845 | +37.5% | 1.26% | +28.9% |
| Q2 2022 | $967,000 | -16.9% | 11,521 | +0.3% | 0.98% | -49.2% |
| Q1 2022 | $1,164,000 | -7.0% | 11,488 | -0.9% | 1.92% | +72.7% |
| Q4 2021 | $1,251,000 | – | 11,595 | – | 1.11% | – |
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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% |