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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,490,663 | -22.6% | 143,655 | -19.7% | 1.24% | -25.2% |
Q2 2023 | $17,440,115 | -44.9% | 178,946 | -48.8% | 1.66% | -49.0% |
Q1 2023 | $31,628,266 | -8.8% | 349,677 | -14.5% | 3.26% | -18.9% |
Q4 2022 | $34,671,470 | +1.4% | 409,103 | -4.9% | 4.01% | -2.0% |
Q3 2022 | $34,178,000 | -7.2% | 430,402 | -1.9% | 4.10% | -9.7% |
Q2 2022 | $36,826,000 | -15.1% | 438,928 | +2.6% | 4.54% | -10.0% |
Q1 2022 | $43,365,000 | -1.5% | 427,869 | +4.9% | 5.04% | -9.3% |
Q4 2021 | $44,018,000 | +18.8% | 407,948 | +8.4% | 5.55% | -3.5% |
Q3 2021 | $37,064,000 | +7.7% | 376,433 | +7.7% | 5.76% | +6.7% |
Q2 2021 | $34,418,000 | +17.1% | 349,524 | +8.1% | 5.39% | -13.7% |
Q1 2021 | $29,394,000 | +16.2% | 323,474 | +10.1% | 6.25% | -1.6% |
Q4 2020 | $25,286,000 | +31.2% | 293,917 | +16.3% | 6.35% | +6.5% |
Q3 2020 | $19,266,000 | +29.9% | 252,799 | +19.3% | 5.96% | +14.1% |
Q2 2020 | $14,833,000 | +353.1% | 211,928 | +272.1% | 5.23% | +173.5% |
Q1 2020 | $3,274,000 | – | 56,947 | – | 1.91% | – |
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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% |