ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,298 | +10.0% | 493 | +14.1% | 0.01% | +9.1% |
| Q2 2023 | $42,103 | +7.8% | 432 | 0.0% | 0.01% | +10.0% |
| Q1 2023 | $39,074 | +2.5% | 432 | -4.0% | 0.01% | 0.0% |
| Q4 2022 | $38,138 | +5.9% | 450 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $36,000 | +24.1% | 450 | +29.3% | 0.01% | +22.2% |
| Q2 2022 | $29,000 | +93.3% | 348 | +132.0% | 0.01% | +125.0% |
| Q1 2022 | $15,000 | +650.0% | 150 | +900.0% | 0.00% | +300.0% |
| Q4 2021 | $2,000 | +100.0% | 15 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | – | 15 | – | 0.00% | – |
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% |