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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $517 | -24.6% | 4,930 | -32.5% | 0.03% | -24.3% |
| Q3 2023 | $686 | -3.0% | 7,309 | +0.8% | 0.04% | 0.0% |
| Q2 2023 | $707 | +13.7% | 7,254 | +3.8% | 0.04% | +8.8% |
| Q1 2023 | $622 | +5.1% | 6,987 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $592 | -99.9% | 6,987 | -13.5% | 0.04% | -18.6% |
| Q3 2022 | $641,000 | +17.2% | 8,077 | +23.9% | 0.04% | +16.2% |
| Q2 2022 | $547,000 | -19.0% | 6,520 | -2.1% | 0.04% | -11.9% |
| Q1 2022 | $675,000 | -2.9% | 6,661 | +3.4% | 0.04% | -4.5% |
| Q4 2021 | $695,000 | +190.8% | 6,442 | +165.9% | 0.04% | +175.0% |
| Q3 2021 | $239,000 | +3.9% | 2,423 | +3.9% | 0.02% | +6.7% |
| Q2 2021 | $230,000 | – | 2,332 | – | 0.02% | – |
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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% |