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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $446,297 | -19.7% | 4,752 | -16.7% | 0.04% | -17.6% |
| Q2 2023 | $555,852 | -13.3% | 5,703 | -19.5% | 0.05% | -26.1% |
| Q1 2023 | $640,841 | +7.4% | 7,085 | +0.6% | 0.07% | -2.8% |
| Q4 2022 | $596,845 | +1.2% | 7,042 | -5.2% | 0.07% | -14.5% |
| Q3 2022 | $590,000 | -14.0% | 7,430 | 0.0% | 0.08% | -7.8% |
| Q2 2022 | $686,000 | +1329.2% | 7,430 | +1075.6% | 0.09% | +542.9% |
| Q3 2020 | $48,000 | – | 632 | – | 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% |