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 | $133,837 | -65.5% | 1,425 | -64.2% | 0.05% | -62.7% |
| Q2 2023 | $387,578 | +3.8% | 3,977 | -3.7% | 0.14% | -11.2% |
| Q1 2023 | $373,547 | -59.1% | 4,130 | -61.7% | 0.16% | -69.0% |
| Q4 2022 | $914,106 | -41.9% | 10,786 | -45.5% | 0.52% | -49.1% |
| Q3 2022 | $1,573,000 | -16.5% | 19,805 | -11.8% | 1.01% | -7.7% |
| Q2 2022 | $1,884,000 | -28.9% | 22,450 | -13.1% | 1.10% | -38.1% |
| Q1 2022 | $2,650,000 | -86.9% | 25,828 | -86.2% | 1.78% | +22.8% |
| Q4 2021 | $20,180,000 | – | 187,060 | – | 1.45% | – |
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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% |