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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,020,827 | -4.0% | 138,652 | -0.3% | 5.03% | -11.5% |
| Q2 2023 | $13,557,386 | +4.4% | 139,107 | -3.1% | 5.68% | -9.9% |
| Q1 2023 | $12,991,462 | +5.5% | 143,631 | -1.1% | 6.31% | -3.6% |
| Q4 2022 | $12,310,738 | +2.9% | 145,259 | -3.6% | 6.54% | -5.7% |
| Q3 2022 | $11,969,000 | -11.8% | 150,721 | -6.8% | 6.94% | -2.4% |
| Q2 2022 | $13,564,000 | -10.5% | 161,670 | +8.1% | 7.11% | -0.4% |
| Q1 2022 | $15,157,000 | +5.6% | 149,547 | +5.0% | 7.13% | +4.9% |
| Q4 2021 | $14,357,000 | +217.3% | 142,364 | +227.2% | 6.80% | +189.0% |
| Q3 2021 | $4,525,000 | +34.4% | 43,507 | +30.1% | 2.35% | +24.2% |
| Q2 2021 | $3,366,000 | – | 33,443 | – | 1.90% | – |
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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% |