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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $445,073,701 | +10.7% | 4,566,732 | +2.8% | 1.61% | +8.0% |
Q1 2023 | $401,954,916 | +8.0% | 4,443,946 | +1.2% | 1.49% | +1.8% |
Q4 2022 | $372,285,477 | +8.9% | 4,392,749 | +2.0% | 1.46% | -0.2% |
Q3 2022 | $342,014,000 | +1.0% | 4,306,939 | +6.7% | 1.47% | +9.8% |
Q2 2022 | $338,695,000 | +2716.4% | 4,036,891 | +3302.0% | 1.34% | +3081.0% |
Q1 2022 | $12,026,000 | – | 118,661 | – | 0.04% | – |
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% |