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 | $3,071,187 | -27.7% | 32,704 | -24.9% | 0.22% | -22.3% |
| Q2 2023 | $4,245,648 | +0.5% | 43,563 | -6.7% | 0.28% | +19.8% |
| Q1 2023 | $4,222,472 | -42.6% | 46,683 | -46.2% | 0.23% | -51.6% |
| Q4 2022 | $7,351,366 | -4.8% | 86,742 | -10.8% | 0.48% | -14.2% |
| Q3 2022 | $7,722,000 | -8.1% | 97,239 | -2.9% | 0.56% | -6.2% |
| Q2 2022 | $8,403,000 | -8.8% | 100,158 | +10.1% | 0.60% | +5.3% |
| Q1 2022 | $9,218,000 | +21.2% | 90,950 | +29.0% | 0.56% | +19.5% |
| Q4 2021 | $7,607,000 | +148.3% | 70,505 | +126.6% | 0.47% | +103.0% |
| Q3 2021 | $3,064,000 | +6.1% | 31,119 | +6.2% | 0.23% | +5.0% |
| Q2 2021 | $2,887,000 | -4.6% | 29,315 | -12.0% | 0.22% | -14.0% |
| Q1 2021 | $3,027,000 | +24.2% | 33,315 | +17.5% | 0.26% | +11.7% |
| Q4 2020 | $2,438,000 | -31.7% | 28,342 | -39.5% | 0.23% | -14.8% |
| Q3 2020 | $3,568,000 | +183.0% | 46,816 | +159.8% | 0.27% | +59.4% |
| Q2 2020 | $1,261,000 | +160.5% | 18,022 | +114.0% | 0.17% | +117.9% |
| Q1 2020 | $484,000 | – | 8,421 | – | 0.08% | – |
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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% |