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 | $3,033,265 | -4.8% | 32,299 | -1.2% | 0.25% | -4.6% |
| Q2 2023 | $3,187,417 | +83.3% | 32,704 | +70.1% | 0.26% | +73.5% |
| Q1 2023 | $1,739,242 | +54473.0% | 19,228 | -48.9% | 0.15% | -48.3% |
| Q4 2022 | $3,187 | -99.9% | 37,600 | -17.3% | 0.29% | -21.3% |
| Q3 2022 | $3,609,000 | +10.3% | 45,449 | +16.5% | 0.37% | +16.7% |
| Q2 2022 | $3,272,000 | -11.0% | 39,004 | +7.6% | 0.32% | -1.9% |
| Q1 2022 | $3,675,000 | +33.3% | 36,263 | +41.9% | 0.32% | +30.1% |
| Q4 2021 | $2,757,000 | +21.1% | 25,553 | +10.6% | 0.25% | +10.7% |
| Q3 2021 | $2,276,000 | +29.2% | 23,112 | +29.2% | 0.22% | +29.3% |
| Q2 2021 | $1,761,000 | +151.6% | 17,885 | +132.3% | 0.17% | +135.1% |
| Q1 2021 | $700,000 | +105.3% | 7,698 | +94.2% | 0.07% | +89.7% |
| Q4 2020 | $341,000 | +752.5% | 3,963 | +650.6% | 0.04% | +680.0% |
| Q3 2020 | $40,000 | +8.1% | 528 | +0.6% | 0.01% | +25.0% |
| Q2 2020 | $37,000 | – | 525 | – | 0.00% | – |
Download | ||||||
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% |