ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 296 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $291,000 | -47.4% | 3,662 | -44.5% | 0.06% | -44.2% |
| Q2 2022 | $553,000 | -41.8% | 6,593 | -29.6% | 0.10% | -31.6% |
| Q1 2022 | $950,000 | -14.3% | 9,365 | -8.8% | 0.15% | -6.2% |
| Q4 2021 | $1,108,000 | -5.7% | 10,265 | -14.0% | 0.16% | -11.0% |
| Q3 2021 | $1,175,000 | -3.9% | 11,934 | -4.0% | 0.18% | -6.7% |
| Q2 2021 | $1,223,000 | +37.9% | 12,427 | +27.3% | 0.20% | +19.6% |
| Q1 2021 | $887,000 | +18.7% | 9,759 | +12.3% | 0.16% | +5.8% |
| Q4 2020 | $747,000 | +32.2% | 8,688 | +17.2% | 0.15% | -60.6% |
| Q3 2020 | $565,000 | -21.3% | 7,416 | -27.7% | 0.39% | +110.2% |
| Q2 2020 | $718,000 | +81.3% | 10,258 | +48.9% | 0.19% | +50.0% |
| Q1 2020 | $396,000 | – | 6,890 | – | 0.12% | – |
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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% |