ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $13,714 | -100.0% | 161,823 | -76.3% | 1.29% | -74.2% |
| Q3 2022 | $54,149,000 | -48.9% | 681,892 | -46.0% | 5.00% | -41.2% |
| Q2 2022 | $105,921,000 | -17.2% | 1,262,469 | 0.0% | 8.50% | +10.7% |
| Q1 2022 | $127,951,000 | -6.1% | 1,262,469 | 0.0% | 7.68% | +2.2% |
| Q4 2021 | $136,220,000 | +9.6% | 1,262,469 | 0.0% | 7.51% | -0.2% |
| Q3 2021 | $124,303,000 | -0.0% | 1,262,469 | 0.0% | 7.53% | 0.0% |
| Q2 2021 | $124,315,000 | +8.4% | 1,262,469 | 0.0% | 7.53% | +0.4% |
| Q1 2021 | $114,721,000 | +5.6% | 1,262,469 | 0.0% | 7.50% | -3.5% |
| Q4 2020 | $108,610,000 | +123.2% | 1,262,469 | +97.7% | 7.77% | +72.7% |
| Q3 2020 | $48,662,000 | – | 638,525 | – | 4.50% | – |
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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% |