ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,166,362 | -0.1% | 12,420 | +3.7% | 0.08% | +5.3% |
| Q2 2023 | $1,167,766 | +19.6% | 11,982 | +11.0% | 0.08% | +15.4% |
| Q1 2023 | $976,136 | +10.5% | 10,792 | +3.5% | 0.06% | +12.1% |
| Q4 2022 | $883,519 | +6.7% | 10,425 | 0.0% | 0.06% | -3.3% |
| Q3 2022 | $828,000 | -5.9% | 10,425 | -0.6% | 0.06% | -3.2% |
| Q2 2022 | $880,000 | +22.9% | 10,491 | +48.4% | 0.06% | +40.9% |
| Q1 2022 | $716,000 | +9.3% | 7,069 | +16.4% | 0.04% | +15.8% |
| Q4 2021 | $655,000 | +9.5% | 6,074 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $598,000 | +6.0% | 6,074 | +6.1% | 0.04% | +5.6% |
| Q2 2021 | $564,000 | +17.0% | 5,727 | +7.9% | 0.04% | +12.5% |
| Q1 2021 | $482,000 | – | 5,307 | – | 0.03% | – |
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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% |