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 | $232,333 | -3.6% | 2,474 | 0.0% | 0.13% | +2.3% |
| Q2 2023 | $241,116 | +7.8% | 2,474 | 0.0% | 0.13% | -1.5% |
| Q1 2023 | $223,773 | +6.7% | 2,474 | 0.0% | 0.13% | -2.2% |
| Q4 2022 | $209,672 | -13.4% | 2,474 | -18.9% | 0.14% | -23.7% |
| Q3 2022 | $242,000 | -5.5% | 3,049 | 0.0% | 0.18% | -1.1% |
| Q2 2022 | $256,000 | -22.9% | 3,049 | -6.9% | 0.18% | -9.1% |
| Q1 2022 | $332,000 | -5.9% | 3,276 | 0.0% | 0.20% | +8.8% |
| Q4 2021 | $353,000 | +9.3% | 3,276 | 0.0% | 0.18% | +9.7% |
| Q3 2021 | $323,000 | -22.2% | 3,276 | -22.2% | 0.16% | -23.3% |
| Q2 2021 | $415,000 | -71.1% | 4,210 | -73.4% | 0.22% | -72.4% |
| Q1 2021 | $1,437,000 | +12.0% | 15,813 | +6.0% | 0.78% | -10.1% |
| Q4 2020 | $1,283,000 | +21.3% | 14,916 | -1.4% | 0.87% | -2.4% |
| Q3 2020 | $1,058,000 | 0.0% | 15,128 | 0.0% | 0.89% | -0.1% |
| Q2 2020 | $1,058,000 | +29.8% | 15,128 | +6.7% | 0.89% | +14.5% |
| Q1 2020 | $815,000 | – | 14,176 | – | 0.78% | – |
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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% |