ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 331 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $208,077 | +1.3% | 2,135 | -5.9% | 0.01% | -8.3% |
| Q1 2023 | $205,321 | -14.1% | 2,270 | -3.6% | 0.01% | -7.7% |
| Q1 2022 | $239,000 | -5.9% | 2,355 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $254,000 | +3.7% | 2,355 | -5.4% | 0.01% | 0.0% |
| Q3 2021 | $245,000 | -3.9% | 2,490 | -3.9% | 0.01% | -7.1% |
| Q2 2021 | $255,000 | +2.4% | 2,590 | -5.6% | 0.01% | -6.7% |
| Q1 2021 | $249,000 | +5.5% | 2,745 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $236,000 | +12.9% | 2,745 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $209,000 | +1.5% | 2,745 | -5.2% | 0.02% | 0.0% |
| Q4 2019 | $206,000 | – | 2,895 | – | 0.02% | – |
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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% |