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 | $42,092 | +0.6% | 448 | +4.4% | 0.01% | 0.0% |
| Q2 2023 | $41,831 | +11.1% | 429 | +3.1% | 0.01% | +25.0% |
| Q1 2023 | $37,654 | +13.1% | 416 | +5.9% | 0.00% | 0.0% |
| Q4 2022 | $33,289 | -7.5% | 393 | -14.4% | 0.00% | -20.0% |
| Q3 2022 | $36,000 | -21.7% | 459 | -16.2% | 0.01% | -16.7% |
| Q2 2022 | $46,000 | +31.4% | 548 | +57.9% | 0.01% | +50.0% |
| Q1 2022 | $35,000 | 0.0% | 347 | +7.8% | 0.00% | 0.0% |
| Q4 2021 | $35,000 | – | 322 | – | 0.00% | – |
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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% |