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 | $431,610 | -4.9% | 4,596 | 0.0% | 0.14% | -2.9% |
| Q2 2023 | $453,855 | -2.6% | 4,596 | -9.8% | 0.14% | +2.2% |
| Q1 2023 | $466,162 | +8.0% | 5,093 | 0.0% | 0.14% | -0.7% |
| Q4 2022 | $431,632 | +45.3% | 5,093 | +36.2% | 0.14% | +33.0% |
| Q3 2022 | $297,000 | -2.3% | 3,738 | +3.3% | 0.10% | -1.0% |
| Q2 2022 | $304,000 | +162.1% | 3,619 | +216.3% | 0.10% | +181.1% |
| Q1 2022 | $116,000 | +329.6% | 1,144 | +354.0% | 0.04% | +311.1% |
| Q4 2021 | $27,000 | +12.5% | 252 | +4.1% | 0.01% | 0.0% |
| Q3 2021 | $24,000 | +9.1% | 242 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $22,000 | – | 242 | – | 0.01% | – |
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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% |