ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 63 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $594,000 | -22.0% | 7,081 | -5.9% | 0.03% | -14.3% |
Q1 2022 | $762,000 | -4.5% | 7,523 | +1.6% | 0.04% | -2.8% |
Q4 2021 | $798,000 | +17.2% | 7,401 | +7.1% | 0.04% | +9.1% |
Q3 2021 | $681,000 | +0.6% | 6,913 | +0.6% | 0.03% | +10.0% |
Q2 2021 | $677,000 | -18.1% | 6,875 | -24.5% | 0.03% | -25.0% |
Q1 2021 | $827,000 | +19.5% | 9,106 | +13.3% | 0.04% | +8.1% |
Q4 2020 | $692,000 | +57.3% | 8,040 | +39.4% | 0.04% | +37.0% |
Q3 2020 | $440,000 | +6.5% | 5,768 | -2.2% | 0.03% | -6.9% |
Q2 2020 | $413,000 | +24.4% | 5,898 | +26.6% | 0.03% | +45.0% |
Q4 2019 | $332,000 | +11.8% | 4,657 | +2.5% | 0.02% | 0.0% |
Q3 2019 | $297,000 | +1.0% | 4,544 | 0.0% | 0.02% | +5.3% |
Q2 2019 | $294,000 | +10.9% | 4,544 | +6.9% | 0.02% | -5.0% |
Q1 2019 | $265,000 | +19.4% | 4,252 | +5.3% | 0.02% | 0.0% |
Q4 2018 | $222,000 | +77.6% | 4,037 | +107.2% | 0.02% | +81.8% |
Q3 2018 | $125,000 | – | 1,948 | – | 0.01% | – |
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% |