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 | $745,767 | +116.4% | 7,941 | +124.6% | 0.05% | +121.7% |
| Q2 2023 | $344,551 | -61.7% | 3,535 | -64.4% | 0.02% | -67.6% |
| Q1 2023 | $898,835 | +8.7% | 9,937 | +1.9% | 0.07% | -2.7% |
| Q4 2022 | $826,746 | +313.4% | 9,755 | +308.8% | 0.07% | +284.2% |
| Q2 2022 | $200,000 | -35.9% | 2,386 | -22.7% | 0.02% | -24.0% |
| Q1 2022 | $312,000 | -66.7% | 3,085 | -64.5% | 0.02% | -66.7% |
| Q4 2021 | $938,000 | +2187.8% | 8,700 | +21119.5% | 0.08% | +1400.0% |
| Q3 2021 | $41,000 | -91.0% | 41 | -99.1% | 0.01% | -89.4% |
| Q2 2021 | $456,000 | +64.0% | 4,635 | +51.0% | 0.05% | +42.4% |
| Q1 2021 | $278,000 | +26.4% | 3,069 | +20.0% | 0.03% | +10.0% |
| Q4 2020 | $220,000 | – | 2,558 | – | 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% |