ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $772,416 | -10.3% | 8,234 | -3.7% | 0.59% | -3.6% |
| Q2 2023 | $861,115 | +5.8% | 8,554 | -5.7% | 0.61% | 0.0% |
| Q1 2023 | $814,261 | -17.8% | 9,071 | -19.7% | 0.61% | -18.5% |
| Q4 2022 | $990,597 | +59.0% | 11,303 | +44.2% | 0.75% | +37.9% |
| Q3 2022 | $623,000 | -10.6% | 7,841 | -3.6% | 0.54% | -0.6% |
| Q2 2022 | $697,000 | -12.5% | 8,136 | -9.6% | 0.54% | -9.6% |
| Q1 2022 | $797,000 | +11.2% | 8,997 | +22.3% | 0.60% | +7.1% |
| Q4 2021 | $717,000 | – | 7,355 | – | 0.56% | – |
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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% |