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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,233,125 | +20.1% | 12,653 | +11.5% | 0.05% | +6.8% |
| Q1 2023 | $1,026,820 | -55.0% | 11,352 | -57.8% | 0.04% | -60.4% |
| Q4 2022 | $2,279,518 | -16.0% | 26,896 | -21.3% | 0.11% | -26.5% |
| Q3 2022 | $2,715,000 | +0.4% | 34,186 | +6.1% | 0.15% | -2.6% |
| Q2 2022 | $2,705,000 | +3.6% | 32,235 | +25.1% | 0.16% | +4.7% |
| Q1 2022 | $2,611,000 | +21.6% | 25,765 | +29.5% | 0.15% | +22.3% |
| Q4 2021 | $2,147,000 | +27.7% | 19,897 | +16.6% | 0.12% | +6.1% |
| Q3 2021 | $1,681,000 | +50.5% | 17,069 | +50.5% | 0.11% | +44.3% |
| Q2 2021 | $1,117,000 | +65.7% | 11,342 | +52.9% | 0.08% | +31.7% |
| Q1 2021 | $674,000 | +233.7% | 7,416 | +216.5% | 0.06% | +160.9% |
| Q4 2020 | $202,000 | – | 2,343 | – | 0.02% | – |
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% |