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 | $3,049,000 | +18.5% | 32,329 | +22.4% | 0.19% | +33.6% |
| Q2 2023 | $2,574,000 | +167260.2% | 26,409 | +55.3% | 0.14% | +20.2% |
| Q1 2023 | $1,538 | -77.9% | 17,004 | -79.3% | 0.12% | -73.6% |
| Q4 2022 | $6,969 | -99.8% | 82,233 | +122.5% | 0.45% | +52.4% |
| Q3 2022 | $2,935,000 | -40.7% | 36,958 | -19.4% | 0.30% | +4.2% |
| Q4 2021 | $4,948,000 | +14.9% | 45,856 | +4.9% | 0.28% | -2.4% |
| Q3 2021 | $4,306,000 | -16.8% | 43,731 | -16.8% | 0.29% | -15.2% |
| Q2 2021 | $5,178,000 | -47.3% | 52,585 | -48.7% | 0.34% | +0.3% |
| Q1 2021 | $9,818,000 | +56.0% | 102,515 | +40.2% | 0.34% | +27.1% |
| Q4 2020 | $6,293,000 | +3.9% | 73,145 | -8.0% | 0.27% | -11.2% |
| Q3 2020 | $6,058,000 | +0.4% | 79,487 | -7.8% | 0.30% | -8.5% |
| Q2 2020 | $6,031,000 | +108.6% | 86,176 | +71.3% | 0.33% | +54.7% |
| Q1 2020 | $2,891,000 | +203.4% | 50,293 | +276.3% | 0.21% | +193.2% |
| Q4 2019 | $953,000 | +19.4% | 13,364 | +9.5% | 0.07% | +10.6% |
| Q3 2019 | $798,000 | – | 12,201 | – | 0.07% | – |
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% |