ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,158,000 | -3.7% | 60,761 | +2.5% | 3.06% | -2.1% |
| Q4 2021 | $6,395,000 | +11.9% | 59,274 | +2.1% | 3.12% | -5.9% |
| Q3 2021 | $5,714,000 | -1.7% | 58,037 | -1.7% | 3.32% | -4.8% |
| Q2 2021 | $5,810,000 | +19.7% | 59,012 | +10.5% | 3.49% | +13.0% |
| Q1 2021 | $4,853,000 | +8.2% | 53,407 | +2.5% | 3.09% | +78.6% |
| Q4 2020 | $4,484,000 | +19.9% | 52,124 | +6.2% | 1.73% | +2.9% |
| Q3 2020 | $3,739,000 | +10.0% | 49,062 | +1.0% | 1.68% | -7.8% |
| Q2 2020 | $3,398,000 | +33.3% | 48,557 | +9.4% | 1.82% | +2.9% |
| Q1 2020 | $2,550,000 | – | 44,372 | – | 1.77% | – |
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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% |