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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,103,626 | -3.3% | 11,752 | +0.4% | 0.17% | +1.8% |
| Q2 2023 | $1,141,155 | -18.6% | 11,709 | -24.5% | 0.17% | -23.5% |
| Q1 2023 | $1,402,569 | +12.6% | 15,507 | +5.5% | 0.22% | +6.9% |
| Q4 2022 | $1,245,563 | +15.8% | 14,697 | +8.5% | 0.20% | +2.5% |
| Q3 2022 | $1,076,000 | -8.3% | 13,548 | -3.2% | 0.20% | +10.0% |
| Q2 2022 | $1,174,000 | +5.2% | 13,997 | +27.1% | 0.18% | +19.2% |
| Q1 2022 | $1,116,000 | -6.2% | 11,016 | -0.1% | 0.15% | -3.2% |
| Q4 2021 | $1,190,000 | – | 11,024 | – | 0.16% | – |
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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% |