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 | $5,306,568 | -22.8% | 56,507 | -19.9% | 1.81% | -23.1% |
| Q2 2023 | $6,877,525 | -3.7% | 70,568 | -10.7% | 2.35% | -4.2% |
| Q1 2023 | $7,143,815 | -51.5% | 78,981 | -54.5% | 2.46% | -56.4% |
| Q4 2022 | $14,715,992 | +23.4% | 173,640 | +15.6% | 5.63% | +2.6% |
| Q3 2022 | $11,923,000 | +903.6% | 150,163 | +8.7% | 5.49% | +1553.3% |
| Q2 2022 | $1,188,000 | -81.4% | 138,131 | +117.1% | 0.33% | -89.1% |
| Q1 2022 | $6,390,000 | -52.6% | 63,617 | -49.1% | 3.05% | -45.0% |
| Q4 2021 | $13,493,000 | – | 125,052 | – | 5.54% | – |
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% |