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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $610,758 | -2.3% | 6,504 | +1.4% | 0.14% | -1.4% |
| Q2 2023 | $625,123 | +25.9% | 6,414 | +16.8% | 0.14% | +19.8% |
| Q1 2023 | $496,551 | +25.4% | 5,490 | +17.5% | 0.12% | +17.2% |
| Q4 2022 | $396,108 | +1.0% | 4,674 | -5.2% | 0.10% | -18.9% |
| Q3 2022 | $392,000 | -5.3% | 4,930 | -0.1% | 0.12% | -3.9% |
| Q2 2022 | $414,000 | -13.8% | 4,933 | +10.8% | 0.13% | -3.8% |
| Q4 2021 | $480,000 | +97.5% | 4,453 | +80.5% | 0.13% | +83.3% |
| Q3 2021 | $243,000 | – | 2,467 | – | 0.07% | – |
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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% |