ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,449,085 | -16.5% | 47,376 | -13.3% | 0.43% | -14.6% |
| Q2 2023 | $5,328,630 | -6.4% | 54,675 | -13.2% | 0.51% | -14.5% |
| Q1 2023 | $5,694,533 | -25.7% | 62,958 | -30.4% | 0.59% | -28.7% |
| Q4 2022 | $7,664,687 | -4.2% | 90,439 | -10.2% | 0.83% | -5.9% |
| Q3 2022 | $7,999,000 | +2.3% | 100,730 | +8.1% | 0.88% | +8.7% |
| Q2 2022 | $7,817,000 | -19.2% | 93,175 | -2.4% | 0.81% | -5.9% |
| Q1 2022 | $9,678,000 | +4.2% | 95,489 | +11.0% | 0.86% | +5.5% |
| Q4 2021 | $9,286,000 | +1.4% | 86,060 | -1.7% | 0.82% | -0.1% |
| Q3 2021 | $9,160,000 | +44.7% | 87,530 | +25.6% | 0.82% | +7.9% |
| Q1 2021 | $6,331,000 | +113.3% | 69,709 | +64.4% | 0.76% | -21.2% |
| Q2 2020 | $2,968,000 | – | 42,411 | – | 0.97% | – |
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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% |