ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,109,218 | +15.5% | 11,811 | +19.8% | 0.02% | +4.5% |
Q2 2023 | $960,712 | +38.0% | 9,857 | +28.1% | 0.02% | +29.4% |
Q1 2023 | $696,077 | +36.0% | 7,695 | +19.4% | 0.02% | +21.4% |
Q3 2022 | $512,000 | -1.2% | 6,444 | +4.3% | 0.01% | +7.7% |
Q2 2022 | $518,000 | +23.3% | 6,176 | +49.1% | 0.01% | +44.4% |
Q1 2022 | $420,000 | +24.3% | 4,143 | +32.3% | 0.01% | +28.6% |
Q4 2021 | $338,000 | – | 3,132 | – | 0.01% | – |
Download |
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% |