ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,232,000 | +96233.8% | 34,420 | 0.0% | 0.19% | +3.8% |
| Q2 2023 | $3,355 | +14.0% | 34,420 | +5.8% | 0.18% | +1.6% |
| Q1 2023 | $2,943 | +7.3% | 32,536 | +0.5% | 0.18% | +0.6% |
| Q4 2022 | $2,743 | -99.9% | 32,362 | -29.6% | 0.18% | -31.7% |
| Q3 2022 | $3,651,000 | -1.6% | 45,975 | +4.0% | 0.26% | +0.4% |
| Q2 2022 | $3,710,000 | -10.8% | 44,223 | +7.8% | 0.26% | -0.4% |
| Q1 2022 | $4,158,000 | +1.3% | 41,027 | +7.8% | 0.26% | +2.3% |
| Q4 2021 | $4,105,000 | +9.9% | 38,044 | +0.3% | 0.26% | -35.2% |
| Q3 2021 | $3,735,000 | -3.2% | 37,932 | +0.3% | 0.40% | +40.4% |
| Q2 2021 | $3,860,000 | – | 37,812 | – | 0.28% | – |
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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% |