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 | $1,117,507 | -3.5% | 11,900 | +0.1% | 0.15% | -2.0% |
| Q2 2023 | $1,158,289 | +7.2% | 11,885 | -0.5% | 0.15% | +0.7% |
| Q1 2023 | $1,080,657 | +6.6% | 11,948 | -0.1% | 0.15% | -1.3% |
| Q4 2022 | $1,013,655 | +12.4% | 11,961 | +5.3% | 0.15% | +5.6% |
| Q3 2022 | $902,000 | +6.9% | 11,364 | +13.0% | 0.14% | +25.2% |
| Q2 2022 | $844,000 | +17.9% | 10,059 | +42.4% | 0.12% | +30.7% |
| Q1 2022 | $716,000 | -5.7% | 7,066 | +0.5% | 0.09% | 0.0% |
| Q4 2021 | $759,000 | +9.4% | 7,031 | -0.2% | 0.09% | +1.1% |
| Q3 2021 | $694,000 | +75.7% | 7,044 | +75.4% | 0.09% | +70.6% |
| Q2 2021 | $395,000 | +507.7% | 4,016 | +460.1% | 0.05% | +466.7% |
| Q1 2021 | $65,000 | +75.7% | 717 | +67.1% | 0.01% | +50.0% |
| Q4 2020 | $37,000 | – | 429 | – | 0.01% | – |
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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% |