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 | $231,864 | -3.6% | 2,469 | 0.0% | 0.12% | +1.8% |
| Q2 2023 | $240,629 | +7.8% | 2,469 | 0.0% | 0.11% | -1.7% |
| Q1 2023 | $223,321 | -22.7% | 2,469 | -27.6% | 0.12% | -24.7% |
| Q4 2022 | $289,082 | -45.7% | 3,411 | -49.1% | 0.15% | -51.3% |
| Q3 2022 | $532,000 | -10.7% | 6,701 | -5.6% | 0.32% | -8.7% |
| Q2 2022 | $596,000 | -78.7% | 7,101 | -74.3% | 0.35% | -73.6% |
| Q1 2022 | $2,795,000 | -0.3% | 27,579 | +6.2% | 1.31% | -6.8% |
| Q4 2021 | $2,803,000 | +11.1% | 25,977 | +1.4% | 1.41% | +4.8% |
| Q3 2021 | $2,523,000 | +6.9% | 25,628 | +6.9% | 1.34% | +6.9% |
| Q2 2021 | $2,360,000 | +15.0% | 23,965 | +6.1% | 1.26% | +5.8% |
| Q1 2021 | $2,052,000 | +18.7% | 22,581 | +12.3% | 1.19% | +1.0% |
| Q4 2020 | $1,729,000 | – | 20,102 | – | 1.18% | – |
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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% |