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 | $1,733,391 | -11.0% | 18,458 | -7.6% | 0.03% | -9.4% |
| Q2 2023 | $1,947,086 | +3.6% | 19,978 | -3.8% | 0.03% | 0.0% |
| Q1 2023 | $1,879,317 | -7.8% | 20,777 | -13.6% | 0.03% | -13.5% |
| Q4 2022 | $2,039,186 | -16.9% | 24,061 | -22.1% | 0.04% | -27.5% |
| Q3 2022 | $2,453,000 | +215.3% | 30,894 | +233.3% | 0.05% | +218.8% |
| Q2 2022 | $778,000 | -25.3% | 9,268 | -9.8% | 0.02% | -30.4% |
| Q1 2022 | $1,041,000 | -24.4% | 10,274 | -19.5% | 0.02% | -23.3% |
| Q4 2021 | $1,377,000 | +4.2% | 12,759 | -4.9% | 0.03% | +11.1% |
| Q3 2021 | $1,321,000 | +91.2% | 13,413 | +91.2% | 0.03% | +50.0% |
| Q2 2021 | $691,000 | -4.7% | 7,017 | -12.1% | 0.02% | +5.9% |
| Q1 2021 | $725,000 | +145.8% | 7,983 | +132.5% | 0.02% | +88.9% |
| Q4 2020 | $295,000 | +11.7% | 3,434 | -0.9% | 0.01% | -43.8% |
| Q3 2020 | $264,000 | -4.3% | 3,464 | -12.3% | 0.02% | -15.8% |
| Q2 2020 | $276,000 | +20.5% | 3,949 | -0.9% | 0.02% | +90.0% |
| Q1 2020 | $229,000 | -16.1% | 3,984 | +4.2% | 0.01% | -50.0% |
| Q4 2019 | $273,000 | +9.2% | 3,824 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $250,000 | +2.0% | 3,824 | +0.8% | 0.02% | -4.8% |
| Q2 2019 | $245,000 | +235.6% | 3,794 | +184.0% | 0.02% | +200.0% |
| Q4 2018 | $73,000 | – | 1,336 | – | 0.01% | – |
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% |