ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,515 | -11.4% | 16,134 | -8.0% | 0.13% | -9.2% |
Q2 2023 | $1,710 | -5.5% | 17,546 | -12.3% | 0.14% | -28.6% |
Q1 2023 | $1,810 | +1.3% | 20,006 | -5.1% | 0.20% | -7.0% |
Q4 2022 | $1,786 | -99.4% | 21,071 | +502.7% | 0.21% | +494.4% |
Q3 2022 | $278,000 | -60.1% | 3,496 | -57.8% | 0.04% | -57.6% |
Q2 2022 | $696,000 | +99.4% | 8,291 | +140.6% | 0.08% | +136.1% |
Q1 2022 | $349,000 | -6.2% | 3,446 | 0.0% | 0.04% | 0.0% |
Q4 2021 | $372,000 | +36.8% | 3,446 | +24.8% | 0.04% | +28.6% |
Q3 2021 | $272,000 | 0.0% | 2,761 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $272,000 | +3.0% | 2,761 | -4.8% | 0.03% | -9.7% |
Q1 2021 | $264,000 | +6.0% | 2,900 | 0.0% | 0.03% | +3.3% |
Q4 2020 | $249,000 | – | 2,900 | – | 0.03% | – |
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% |