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 | $445,886 | -0.7% | 4,748 | +3.0% | 0.05% | +1.9% |
Q2 2023 | $449,097 | +5.1% | 4,608 | -2.4% | 0.05% | 0.0% |
Q1 2023 | $427,105 | +6.7% | 4,722 | 0.0% | 0.05% | +4.0% |
Q4 2022 | $400,190 | +1.8% | 4,722 | -4.7% | 0.05% | -9.1% |
Q3 2022 | $393,000 | -6.9% | 4,953 | -1.4% | 0.06% | -42.1% |
Q2 2022 | $422,000 | -12.1% | 5,025 | +6.1% | 0.10% | +66.7% |
Q1 2022 | $480,000 | +8.4% | 4,736 | +15.4% | 0.06% | +7.5% |
Q4 2021 | $443,000 | +15.1% | 4,103 | +5.0% | 0.05% | +3.9% |
Q3 2021 | $385,000 | +2.4% | 3,907 | +2.4% | 0.05% | -38.6% |
Q2 2021 | $376,000 | +8.4% | 3,814 | 0.0% | 0.08% | -2.4% |
Q1 2021 | $347,000 | -21.3% | 3,814 | -25.7% | 0.08% | -25.4% |
Q4 2020 | $441,000 | +12.8% | 5,130 | 0.0% | 0.11% | -6.6% |
Q3 2020 | $391,000 | +7.7% | 5,130 | -1.2% | 0.12% | -3.2% |
Q2 2020 | $363,000 | – | 5,192 | – | 0.13% | – |
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% |