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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,867,626 | -29.9% | 41,184 | -27.2% | 0.33% | -29.4% |
| Q2 2023 | $5,516,019 | +6.6% | 56,597 | -1.1% | 0.46% | +1.1% |
| Q1 2023 | $5,173,917 | -53.6% | 57,202 | -56.5% | 0.46% | -57.6% |
| Q4 2022 | $11,142,955 | -1.5% | 131,480 | -7.7% | 1.08% | -9.6% |
| Q3 2022 | $11,308,000 | +9.1% | 142,398 | +15.3% | 1.19% | +10.6% |
| Q2 2022 | $10,362,000 | -21.2% | 123,500 | -4.8% | 1.08% | -10.6% |
| Q1 2022 | $13,153,000 | -3.1% | 129,777 | +3.2% | 1.21% | +0.4% |
| Q4 2021 | $13,569,000 | +23.5% | 125,757 | +12.7% | 1.20% | +12.8% |
| Q3 2021 | $10,987,000 | +19.0% | 111,593 | +19.0% | 1.07% | +15.1% |
| Q2 2021 | $9,233,000 | +21.9% | 93,770 | +6.5% | 0.93% | +8.1% |
| Q4 2020 | $7,576,000 | +107.6% | 88,058 | +68.9% | 0.86% | +28.1% |
| Q2 2020 | $3,649,000 | – | 52,138 | – | 0.67% | – |
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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% |