ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,061,090 | -7.8% | 11,299 | -4.3% | 0.04% | -4.8% |
| Q2 2023 | $1,151,003 | +8.5% | 11,810 | +0.7% | 0.04% | +2.4% |
| Q1 2023 | $1,060,346 | -24.9% | 11,723 | -29.7% | 0.04% | -28.1% |
| Q4 2022 | $1,412,613 | +3.5% | 16,668 | -3.0% | 0.06% | -3.4% |
| Q3 2022 | $1,365,000 | -10.0% | 17,186 | -4.9% | 0.06% | -9.2% |
| Q2 2022 | $1,516,000 | +22.6% | 18,071 | +48.0% | 0.06% | +38.3% |
| Q1 2022 | $1,237,000 | -0.9% | 12,210 | +5.5% | 0.05% | +4.4% |
| Q4 2021 | $1,248,000 | +9.6% | 11,570 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $1,139,000 | – | 11,570 | – | 0.05% | – |
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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% |