ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 685 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $297,126 | +8.6% | 3,049 | +0.8% | 0.12% | +6.1% |
| Q1 2023 | $273,647 | -63.1% | 3,025 | -65.4% | 0.12% | -64.5% |
| Q4 2022 | $740,961 | -12.4% | 8,743 | -18.0% | 0.32% | -19.2% |
| Q3 2022 | $846,000 | -8.6% | 10,656 | -3.5% | 0.40% | -7.0% |
| Q2 2022 | $926,000 | -34.0% | 11,039 | -15.0% | 0.43% | -31.5% |
| Q1 2022 | $1,402,000 | 0.0% | 12,989 | 0.0% | 0.63% | 0.0% |
| Q4 2021 | $1,402,000 | +16.6% | 12,989 | +6.4% | 0.63% | -7.0% |
| Q3 2021 | $1,202,000 | +28.1% | 12,203 | +28.1% | 0.68% | +23.6% |
| Q2 2021 | $938,000 | +21.3% | 9,529 | +16.6% | 0.55% | +9.0% |
| Q1 2021 | $773,000 | – | 8,170 | – | 0.50% | – |
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% |