ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $391 | +6.0% | 4,322 | -0.8% | 0.01% | +20.0% |
| Q4 2022 | $369 | -99.9% | 4,359 | -12.7% | 0.01% | -28.6% |
| Q3 2022 | $396,000 | +6.5% | 4,993 | +12.7% | 0.01% | +16.7% |
| Q2 2022 | $372,000 | +70.6% | 4,430 | +74.8% | 0.01% | +20.0% |
| Q4 2020 | $218,000 | -21.0% | 2,534 | -40.1% | 0.01% | -44.4% |
| Q3 2019 | $276,000 | +1.1% | 4,229 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $273,000 | +3.8% | 4,229 | 0.0% | 0.01% | -18.2% |
| Q1 2019 | $263,000 | +13.4% | 4,229 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $232,000 | -71.3% | 4,229 | -66.5% | 0.01% | -72.5% |
| Q3 2018 | $808,000 | +173.0% | 12,638 | +155.7% | 0.04% | +166.7% |
| Q2 2018 | $296,000 | – | 4,943 | – | 0.02% | – |
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% |