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 | $905,762 | -8.7% | 9,645 | -5.3% | 0.01% | 0.0% |
| Q2 2023 | $992,143 | +6.2% | 10,180 | -1.4% | 0.01% | 0.0% |
| Q1 2023 | $933,987 | -10.1% | 10,326 | -15.8% | 0.01% | -12.5% |
| Q4 2022 | $1,039,000 | -3.3% | 12,261 | -9.3% | 0.01% | -11.1% |
| Q3 2022 | $1,074,000 | -18.1% | 13,525 | -13.5% | 0.01% | -18.2% |
| Q2 2022 | $1,312,000 | -42.9% | 15,637 | -31.0% | 0.01% | -31.2% |
| Q1 2022 | $2,298,000 | +0.3% | 22,672 | +6.8% | 0.02% | +6.7% |
| Q4 2021 | $2,291,000 | +225.9% | 21,232 | +197.2% | 0.02% | +200.0% |
| Q3 2021 | $703,000 | -26.7% | 7,143 | -26.6% | 0.01% | -28.6% |
| Q2 2021 | $959,000 | -32.7% | 9,737 | -37.9% | 0.01% | -46.2% |
| Q1 2021 | $1,426,000 | +6.9% | 15,689 | +1.2% | 0.01% | 0.0% |
| Q4 2020 | $1,334,000 | +319.5% | 15,504 | +271.0% | 0.01% | +225.0% |
| Q3 2020 | $318,000 | +12.8% | 4,179 | +3.7% | 0.00% | +33.3% |
| Q2 2020 | $282,000 | – | 4,028 | – | 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% |