ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,013,575 | -54.0% | 21,441 | -52.3% | 0.85% | -52.6% |
| Q2 2023 | $4,382,049 | +5.3% | 44,963 | -2.3% | 1.79% | +1.2% |
| Q1 2023 | $4,161,008 | +33389.0% | 46,003 | -68.6% | 1.77% | -68.3% |
| Q4 2022 | $12,425 | -99.9% | 146,603 | -14.4% | 5.57% | -13.5% |
| Q3 2022 | $13,667,000 | -2.5% | 171,262 | +2.5% | 6.44% | +1.8% |
| Q2 2022 | $14,016,000 | -11.2% | 167,052 | +7.3% | 6.33% | -0.8% |
| Q1 2022 | $15,786,000 | +2.9% | 155,757 | +2.2% | 6.38% | +3.4% |
| Q4 2021 | $15,334,000 | +10.7% | 152,444 | +8.3% | 6.17% | +5.5% |
| Q3 2021 | $13,856,000 | +18.2% | 140,731 | +18.2% | 5.85% | +17.1% |
| Q2 2021 | $11,720,000 | +16.5% | 119,026 | +7.5% | 5.00% | +8.3% |
| Q1 2021 | $10,059,000 | +9.0% | 110,696 | +3.2% | 4.61% | +10.2% |
| Q4 2020 | $9,231,000 | +72.9% | 107,301 | +53.2% | 4.19% | +57.5% |
| Q3 2020 | $5,339,000 | +23.4% | 70,062 | +13.4% | 2.66% | +15.3% |
| Q2 2020 | $4,325,000 | +141.5% | 61,792 | +98.4% | 2.31% | +112.2% |
| Q1 2020 | $1,791,000 | – | 31,149 | – | 1.09% | – |
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% |