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 | $357,703 | -3.6% | 3,809 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $371,225 | -11.6% | 3,809 | -18.0% | 0.02% | -16.7% |
| Q1 2023 | $419,959 | +30.1% | 4,643 | +21.9% | 0.03% | +25.0% |
| Q4 2022 | $322,813 | +6.9% | 3,809 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $302,000 | -6.2% | 3,809 | -0.9% | 0.02% | +4.3% |
| Q2 2022 | $322,000 | -22.2% | 3,843 | -6.0% | 0.02% | -14.8% |
| Q1 2022 | $414,000 | – | 4,088 | – | 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% |