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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $53,432 | -87.1% | 617 | -87.9% | 0.02% | -88.4% |
| Q3 2022 | $415,000 | +75.8% | 5,106 | +87.6% | 0.17% | +35.2% |
| Q2 2022 | $236,000 | -10.9% | 2,722 | +4.3% | 0.13% | +7.6% |
| Q1 2022 | $265,000 | +25.6% | 2,610 | +25.7% | 0.12% | -30.8% |
| Q4 2021 | $211,000 | 0.0% | 2,077 | 0.0% | 0.17% | -6.5% |
| Q3 2021 | $211,000 | -2.8% | 2,077 | -5.6% | 0.18% | -3.7% |
| Q2 2021 | $217,000 | – | 2,200 | – | 0.19% | – |
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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% |