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 | $1,355 | -7.7% | 14,373 | -4.6% | 0.19% | -1.6% |
| Q2 2023 | $1,468 | -10.4% | 15,067 | -16.9% | 0.19% | -15.2% |
| Q1 2023 | $1,639 | -99.9% | 18,132 | -38.1% | 0.22% | -41.0% |
| Q4 2021 | $3,160,000 | +21.9% | 29,286 | +11.3% | 0.38% | +1.3% |
| Q3 2021 | $2,592,000 | +4.3% | 26,324 | +4.3% | 0.37% | +1.1% |
| Q2 2021 | $2,486,000 | +42.5% | 25,244 | +31.5% | 0.37% | +17.9% |
| Q1 2021 | $1,745,000 | +21.2% | 19,204 | +14.7% | 0.31% | -1.3% |
| Q4 2020 | $1,440,000 | +78.9% | 16,739 | +58.6% | 0.32% | +22.4% |
| Q3 2020 | $805,000 | +24.2% | 10,557 | +14.0% | 0.26% | +5.3% |
| Q2 2020 | $648,000 | +52.1% | 9,260 | +25.0% | 0.25% | +8.8% |
| Q1 2020 | $426,000 | – | 7,406 | – | 0.23% | – |
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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% |