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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $768,229 | -25.4% | 8,180 | -22.5% | 0.58% | -25.0% |
| Q2 2023 | $1,029,322 | +10.5% | 10,561 | +2.5% | 0.78% | +3.0% |
| Q1 2023 | $931,509 | -62.7% | 10,299 | -65.1% | 0.76% | -65.3% |
| Q4 2022 | $2,498,907 | +0.9% | 29,486 | -5.5% | 2.18% | -6.8% |
| Q3 2022 | $2,477,000 | -17.3% | 31,194 | -12.6% | 2.34% | -15.4% |
| Q2 2022 | $2,994,000 | -6.2% | 35,687 | +13.3% | 2.76% | +9.3% |
| Q1 2022 | $3,191,000 | +7.2% | 31,484 | +14.1% | 2.52% | +4.6% |
| Q4 2021 | $2,978,000 | – | 27,596 | – | 2.41% | – |
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% |