ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,210,053 | -6.0% | 12,885 | -2.4% | 0.01% | 0.0% |
| Q2 2023 | $1,286,908 | +10.8% | 13,204 | +2.8% | 0.01% | 0.0% |
| Q1 2023 | $1,161,521 | +0.5% | 12,842 | -5.8% | 0.01% | 0.0% |
| Q4 2022 | $1,155,375 | +2.6% | 13,633 | -3.9% | 0.01% | 0.0% |
| Q3 2022 | $1,126,000 | -2.3% | 14,185 | +3.3% | 0.01% | 0.0% |
| Q2 2022 | $1,153,000 | -19.3% | 13,738 | -2.5% | 0.01% | 0.0% |
| Q1 2022 | $1,428,000 | -23.8% | 14,088 | -18.9% | 0.01% | -16.7% |
| Q4 2021 | $1,875,000 | +25.8% | 17,379 | +14.9% | 0.01% | +20.0% |
| Q3 2021 | $1,490,000 | -49.8% | 15,130 | -49.8% | 0.01% | -50.0% |
| Q2 2021 | $2,968,000 | +2.0% | 30,137 | -5.9% | 0.01% | -9.1% |
| Q1 2021 | $2,911,000 | +11.0% | 32,034 | +5.1% | 0.01% | +10.0% |
| Q4 2020 | $2,622,000 | +24.1% | 30,482 | +9.9% | 0.01% | +11.1% |
| Q3 2020 | $2,113,000 | +211200.0% | 27,732 | +277220.0% | 0.01% | – |
| Q2 2020 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | – | 10 | – | 0.00% | – |
Download | ||||||
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% |