ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $76,257,737 | -5.6% | 812,030 | -2.0% | 0.17% | -2.9% |
Q2 2023 | $80,768,026 | -5.2% | 828,730 | -12.0% | 0.17% | -12.6% |
Q1 2023 | $85,179,479 | +7.8% | 941,730 | +1.0% | 0.20% | -3.9% |
Q4 2022 | $79,037,850 | -1.6% | 932,600 | -7.8% | 0.21% | -4.6% |
Q3 2022 | $80,315,000 | -5.7% | 1,011,400 | -0.3% | 0.22% | -0.5% |
Q2 2022 | $85,150,000 | -56.3% | 1,014,900 | -47.2% | 0.22% | +5.3% |
Q1 2022 | $194,754,000 | +145.1% | 1,921,600 | +161.0% | 0.21% | +21.2% |
Q4 2021 | $79,447,000 | +170.3% | 736,300 | +146.7% | 0.17% | +129.7% |
Q3 2021 | $29,390,000 | +7.9% | 298,500 | +8.0% | 0.07% | -2.6% |
Q2 2021 | $27,227,000 | +92.8% | 276,500 | +77.9% | 0.08% | +55.1% |
Q1 2021 | $14,121,000 | +429.5% | 155,400 | +401.3% | 0.05% | +390.0% |
Q4 2020 | $2,667,000 | +316.7% | 31,000 | +269.0% | 0.01% | +233.3% |
Q3 2020 | $640,000 | +86.6% | 8,400 | +71.4% | 0.00% | +50.0% |
Q2 2020 | $343,000 | – | 4,900 | – | 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% |