ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 235 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,279 | -3.6% | 4,294 | 0.0% | 0.05% | -2.0% |
| Q2 2023 | $418,524 | +7.7% | 4,294 | -0.1% | 0.05% | +2.0% |
| Q1 2023 | $388,634 | +5.7% | 4,297 | -1.0% | 0.05% | 0.0% |
| Q4 2022 | $367,821 | +4.8% | 4,340 | -1.9% | 0.05% | -3.9% |
| Q3 2022 | $351,000 | -6.1% | 4,426 | -0.7% | 0.05% | 0.0% |
| Q2 2022 | $374,000 | -16.9% | 4,458 | +0.3% | 0.05% | -5.6% |
| Q1 2022 | $450,000 | +16.6% | 4,444 | +24.3% | 0.05% | +17.4% |
| Q4 2021 | $386,000 | +6.6% | 3,574 | -2.7% | 0.05% | 0.0% |
| Q3 2021 | $362,000 | 0.0% | 3,673 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $362,000 | +10.0% | 3,673 | +1.5% | 0.05% | +4.5% |
| Q1 2021 | $329,000 | +5.8% | 3,620 | 0.0% | 0.04% | +2.3% |
| Q4 2020 | $311,000 | +13.1% | 3,620 | +0.4% | 0.04% | -2.3% |
| Q3 2020 | $275,000 | +9.1% | 3,607 | +0.4% | 0.04% | +2.3% |
| Q2 2020 | $252,000 | +22.9% | 3,594 | +0.6% | 0.04% | 0.0% |
| Q1 2020 | $205,000 | – | 3,573 | – | 0.04% | – |
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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% |