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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,407 | -99.4% | 76 | -99.5% | 0.00% | -99.3% |
| Q1 2023 | $1,322,623 | -6.6% | 14,623 | -5.5% | 0.15% | +51.5% |
| Q4 2022 | $1,415,424 | -53.1% | 15,467 | -52.9% | 0.10% | -52.9% |
| Q1 2022 | $3,020,000 | +6.2% | 32,821 | +17.1% | 0.21% | +12.3% |
| Q4 2021 | $2,843,000 | +1.5% | 28,030 | +6.8% | 0.19% | +0.5% |
| Q3 2021 | $2,802,000 | +23.2% | 26,251 | +17.5% | 0.19% | +16.2% |
| Q2 2021 | $2,274,000 | +14.0% | 22,333 | +6.5% | 0.16% | +3.2% |
| Q1 2021 | $1,995,000 | +15.5% | 20,977 | +8.5% | 0.16% | +5.4% |
| Q4 2020 | $1,727,000 | +2.7% | 19,334 | -7.4% | 0.15% | -10.4% |
| Q3 2020 | $1,682,000 | +14.4% | 20,868 | +8.6% | 0.16% | +7.9% |
| Q2 2020 | $1,470,000 | +20.1% | 19,213 | +0.8% | 0.15% | -4.4% |
| Q1 2020 | $1,224,000 | +240.0% | 19,058 | +298.2% | 0.16% | +269.8% |
| Q4 2019 | $360,000 | – | 4,786 | – | 0.04% | – |
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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% |