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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,175,534 | +5.6% | 46,164 | -1.0% | 0.24% | 0.0% |
| Q4 2022 | $3,952,655 | +6.7% | 46,639 | 0.0% | 0.24% | -4.0% |
| Q3 2022 | $3,704,000 | -14.2% | 46,639 | -9.4% | 0.25% | -8.4% |
| Q2 2022 | $4,318,000 | -17.2% | 51,464 | 0.0% | 0.28% | -3.8% |
| Q1 2022 | $5,216,000 | -6.1% | 51,464 | 0.0% | 0.29% | -0.7% |
| Q4 2021 | $5,553,000 | +9.6% | 51,464 | 0.0% | 0.29% | +1.8% |
| Q3 2021 | $5,067,000 | -0.0% | 51,464 | 0.0% | 0.28% | -0.4% |
| Q2 2021 | $5,068,000 | +123.1% | 51,464 | +105.8% | 0.28% | +108.8% |
| Q1 2021 | $2,272,000 | +85.2% | 25,007 | +75.3% | 0.14% | +72.2% |
| Q4 2020 | $1,227,000 | +128.9% | 14,267 | +102.9% | 0.08% | +102.6% |
| Q3 2020 | $536,000 | – | 7,030 | – | 0.04% | – |
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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% |