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 | $1,688,752 | -43.2% | 17,983 | -41.0% | 1.55% | -41.3% |
| Q2 2023 | $2,972,645 | -49.1% | 30,501 | -52.7% | 2.64% | -56.4% |
| Q1 2023 | $5,837,740 | +2.2% | 64,541 | -2.6% | 6.07% | +2.2% |
| Q4 2022 | $5,710,931 | -8.5% | 66,267 | -8.9% | 5.94% | -11.8% |
| Q3 2022 | $6,241,000 | -13.4% | 72,779 | -7.4% | 6.73% | -13.6% |
| Q2 2022 | $7,205,000 | -25.9% | 78,619 | -22.5% | 7.79% | -11.3% |
| Q1 2022 | $9,728,000 | +20.4% | 101,482 | +27.1% | 8.79% | +14.8% |
| Q4 2021 | $8,077,000 | – | 79,871 | – | 7.65% | – |
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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% |