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 | $310,279 | -3.6% | 3,304 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $322,000 | +7.7% | 3,303 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $299,000 | +6.8% | 3,304 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $280,000 | +6.9% | 3,304 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $262,000 | -5.4% | 3,304 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $277,000 | -95.7% | 3,304 | -94.8% | 0.00% | -90.9% |
| Q1 2022 | $6,446,000 | -55.8% | 63,604 | -53.0% | 0.01% | -45.0% |
| Q4 2021 | $14,599,000 | -35.6% | 135,300 | -41.2% | 0.02% | -50.0% |
| Q3 2021 | $22,656,000 | -0.0% | 230,100 | 0.0% | 0.04% | -4.8% |
| Q2 2021 | $22,658,000 | – | 230,100 | – | 0.04% | – |
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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% |