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 | $2,257,784 | +12.5% | 24,042 | +16.8% | 0.10% | +14.3% |
| Q2 2023 | $2,006,117 | +43.3% | 20,584 | +33.0% | 0.09% | +35.8% |
| Q1 2023 | $1,400,347 | +109046.3% | 15,482 | +2.3% | 0.07% | +17.5% |
| Q4 2022 | $1,283 | -99.9% | 15,134 | +38.8% | 0.06% | +39.0% |
| Q3 2022 | $866,000 | +23.5% | 10,903 | +30.5% | 0.04% | +32.3% |
| Q2 2022 | $701,000 | -69.9% | 8,352 | -63.7% | 0.03% | -62.2% |
| Q1 2022 | $2,329,000 | -6.3% | 22,980 | -0.2% | 0.08% | +2.5% |
| Q4 2021 | $2,485,000 | +22.3% | 23,034 | +11.6% | 0.08% | +95.1% |
| Q3 2021 | $2,032,000 | +22.0% | 20,637 | +22.0% | 0.04% | -34.9% |
| Q2 2021 | $1,665,000 | -36.7% | 16,910 | -41.6% | 0.06% | -41.1% |
| Q1 2021 | $2,632,000 | – | 28,965 | – | 0.11% | – |
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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% |