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 | $3,106,189 | -33.9% | 33,076 | -31.4% | 2.38% | -32.1% |
| Q2 2023 | $4,701,583 | +5.9% | 48,241 | -0.7% | 3.51% | +1.1% |
| Q1 2023 | $4,441,358 | -54.9% | 48,561 | -58.2% | 3.47% | -58.3% |
| Q4 2022 | $9,844,595 | -6.2% | 116,160 | -12.1% | 8.32% | -14.8% |
| Q3 2022 | $10,492,000 | -10.2% | 132,129 | +3.7% | 9.75% | +2.9% |
| Q2 2022 | $11,679,000 | -14.1% | 127,427 | -5.1% | 9.48% | -7.9% |
| Q1 2022 | $13,602,000 | +4.0% | 134,212 | +10.7% | 10.30% | +5.2% |
| Q4 2021 | $13,085,000 | +20.6% | 121,269 | +10.0% | 9.79% | +7.8% |
| Q2 2021 | $10,851,000 | +11.9% | 110,197 | +3.2% | 9.08% | +0.6% |
| Q1 2021 | $9,701,000 | -6.8% | 106,759 | -11.8% | 9.03% | -19.8% |
| Q4 2020 | $10,414,000 | – | 121,045 | – | 11.25% | – |
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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% |