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 | $456,386 | -13.1% | 4,865 | -9.7% | 0.36% | -13.6% |
| Q2 2023 | $525,114 | +55.7% | 5,388 | +44.5% | 0.42% | +44.3% |
| Q1 2023 | $337,288 | -54.3% | 3,729 | -57.2% | 0.29% | -46.2% |
| Q4 2022 | $737,834 | -0.0% | 8,706 | -3.8% | 0.54% | -10.3% |
| Q3 2022 | $738,000 | -7.6% | 9,054 | -3.8% | 0.60% | +2.4% |
| Q2 2022 | $799,000 | -30.1% | 9,411 | -16.4% | 0.59% | -7.2% |
| Q1 2022 | $1,143,000 | +0.3% | 11,257 | -0.1% | 0.64% | -11.8% |
| Q4 2021 | $1,140,000 | – | 11,265 | – | 0.72% | – |
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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% |