ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,033,808 | -7.3% | 11,009 | -3.8% | 0.78% | -11.7% |
| Q2 2023 | $1,115,284 | -81.6% | 11,444 | -82.9% | 0.88% | -82.7% |
| Q1 2023 | $6,066,934 | -5.1% | 67,075 | -11.1% | 5.08% | -15.4% |
| Q4 2022 | $6,393,879 | -42.9% | 75,444 | -46.5% | 6.01% | -47.7% |
| Q3 2022 | $11,194,000 | -18.2% | 140,966 | -13.6% | 11.48% | -7.6% |
| Q2 2022 | $13,691,000 | -6.1% | 163,183 | +13.4% | 12.42% | +22.2% |
| Q1 2022 | $14,588,000 | +4.9% | 143,938 | +11.7% | 10.16% | -21.3% |
| Q4 2021 | $13,906,000 | – | 128,876 | – | 12.91% | – |
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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% |