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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $919,379 | -1.4% | 9,790 | +2.4% | 0.07% | +3.0% |
| Q2 2023 | $932,138 | -4.2% | 9,564 | -11.1% | 0.07% | -4.3% |
| Q1 2023 | $973,348 | +6.8% | 10,761 | +0.0% | 0.07% | -1.4% |
| Q4 2022 | $911,666 | -4.3% | 10,757 | -10.3% | 0.07% | -12.5% |
| Q3 2022 | $953,000 | +2.6% | 11,998 | +8.4% | 0.08% | +8.1% |
| Q2 2022 | $929,000 | -25.6% | 11,072 | -10.1% | 0.07% | -11.9% |
| Q1 2022 | $1,249,000 | -4.2% | 12,322 | +2.0% | 0.08% | -1.2% |
| Q4 2021 | $1,304,000 | +30.8% | 12,085 | +19.3% | 0.08% | +9.0% |
| Q2 2021 | $997,000 | +14.3% | 10,128 | +5.6% | 0.08% | -7.1% |
| Q1 2021 | $872,000 | +61.2% | 9,592 | +52.6% | 0.08% | +50.0% |
| Q4 2020 | $541,000 | -10.1% | 6,287 | -20.4% | 0.06% | +21.7% |
| Q3 2020 | $602,000 | – | 7,894 | – | 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% |