ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $306,549 | -44.4% | 3,389 | -47.9% | 0.04% | -47.5% |
| Q4 2022 | $551,419 | -6.4% | 6,506 | -12.2% | 0.08% | -14.0% |
| Q3 2022 | $589,000 | -6.5% | 7,413 | -1.3% | 0.09% | -2.1% |
| Q2 2022 | $630,000 | -20.2% | 7,512 | -3.5% | 0.10% | -11.2% |
| Q1 2022 | $789,000 | +3.4% | 7,786 | +10.1% | 0.11% | +4.9% |
| Q4 2021 | $763,000 | +14.4% | 7,070 | +4.4% | 0.10% | +3.0% |
| Q3 2021 | $667,000 | -2.3% | 6,773 | -2.3% | 0.10% | -3.9% |
| Q2 2021 | $683,000 | -35.3% | 6,935 | -40.3% | 0.10% | -42.1% |
| Q1 2021 | $1,056,000 | +5.0% | 11,616 | -0.7% | 0.18% | -9.2% |
| Q4 2020 | $1,006,000 | +185.0% | 11,697 | +152.3% | 0.20% | +130.6% |
| Q3 2020 | $353,000 | – | 4,637 | – | 0.08% | – |
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% |