ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $768,825 | +81.4% | 8,500 | +70.0% | 0.07% | +70.7% |
| Q4 2022 | $423,750 | -27.9% | 5,000 | -32.4% | 0.04% | -32.8% |
| Q3 2022 | $588,000 | -18.6% | 7,400 | -14.0% | 0.06% | -16.4% |
| Q2 2022 | $722,000 | -17.2% | 8,600 | 0.0% | 0.07% | -3.9% |
| Q1 2022 | $872,000 | -6.0% | 8,600 | 0.0% | 0.08% | -2.6% |
| Q4 2021 | $928,000 | +9.6% | 8,600 | 0.0% | 0.08% | 0.0% |
| Q3 2021 | $847,000 | +7.5% | 8,600 | +7.5% | 0.08% | +4.0% |
| Q2 2021 | $788,000 | +111.3% | 8,000 | +95.1% | 0.08% | +102.7% |
| Q1 2021 | $373,000 | +14.1% | 4,100 | +7.9% | 0.04% | -2.6% |
| Q4 2020 | $327,000 | +12.8% | 3,800 | 0.0% | 0.04% | -2.6% |
| Q3 2020 | $290,000 | +18.4% | 3,800 | +8.6% | 0.04% | +14.7% |
| Q2 2020 | $245,000 | – | 3,500 | – | 0.03% | – |
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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% |