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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,582 | -3.6% | 315 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $30,700 | -19.6% | 315 | -25.4% | 0.02% | -21.1% |
| Q1 2023 | $38,170 | +105927.8% | 422 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $36 | -99.9% | 422 | +34.0% | 0.02% | +26.7% |
| Q2 2022 | $26,000 | -25.7% | 315 | -8.2% | 0.02% | -21.1% |
| Q1 2022 | $35,000 | -5.4% | 343 | 0.0% | 0.02% | -9.5% |
| Q4 2021 | $37,000 | +8.8% | 343 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $34,000 | 0.0% | 343 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $34,000 | +9.7% | 343 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $31,000 | +3.3% | 343 | 0.0% | 0.02% | -4.2% |
| Q4 2020 | $30,000 | – | 343 | – | 0.02% | – |
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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% |