ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $694,183 | -3.6% | 7,392 | 0.0% | 0.09% | -4.3% |
| Q2 2023 | $720,424 | +103.8% | 7,392 | +89.2% | 0.09% | +91.8% |
| Q1 2023 | $353,479 | +7.2% | 3,908 | +0.4% | 0.05% | +2.1% |
| Q4 2022 | $329,762 | -21.1% | 3,891 | -26.2% | 0.05% | -37.7% |
| Q3 2022 | $418,000 | +34.0% | 5,269 | +41.7% | 0.08% | -1.3% |
| Q2 2022 | $312,000 | +55.2% | 3,719 | +67.5% | 0.08% | +5.4% |
| Q1 2021 | $201,000 | -28.7% | 2,220 | -32.3% | 0.07% | -28.2% |
| Q4 2020 | $282,000 | – | 3,280 | – | 0.10% | – |
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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% |