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 | $4,446,653 | -26.0% | 47,350 | -23.2% | 1.69% | -24.8% |
| Q2 2023 | $6,007,757 | -38.8% | 61,643 | -43.2% | 2.24% | -44.1% |
| Q1 2023 | $9,819,445 | -3.0% | 108,562 | -9.1% | 4.02% | -9.0% |
| Q4 2022 | $10,121,347 | -2.6% | 119,426 | -8.7% | 4.42% | -10.0% |
| Q3 2022 | $10,392,000 | -4.0% | 130,870 | +1.4% | 4.91% | +1.3% |
| Q2 2022 | $10,825,000 | -12.9% | 129,023 | +5.2% | 4.84% | -1.8% |
| Q1 2022 | $12,433,000 | -13.4% | 122,674 | -7.8% | 4.93% | -15.4% |
| Q4 2021 | $14,354,000 | – | 133,027 | – | 5.82% | – |
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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% |