ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 112 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,529 | -16.7% | 2,327 | -24.9% | 0.02% | -40.0% |
| Q4 2022 | $262,474 | -5.2% | 3,097 | -11.1% | 0.04% | -16.7% |
| Q3 2022 | $277,000 | +24.2% | 3,482 | +30.8% | 0.04% | +27.3% |
| Q2 2022 | $223,000 | +37.7% | 2,663 | +61.2% | 0.03% | +43.5% |
| Q3 2021 | $162,000 | +30.6% | 1,652 | +31.0% | 0.02% | +53.3% |
| Q2 2021 | $124,000 | +103.3% | 1,261 | +86.8% | 0.02% | +50.0% |
| Q1 2021 | $61,000 | +5.2% | 675 | -0.4% | 0.01% | -16.7% |
| Q4 2020 | $58,000 | -99.9% | 678 | +6.9% | 0.01% | -52.0% |
| Q3 2020 | $50,288,000 | +125.6% | 634 | +105.8% | 0.02% | +108.3% |
| Q2 2020 | $22,293,000 | +128.1% | 308 | +81.2% | 0.01% | +100.0% |
| Q1 2020 | $9,773,000 | -12.2% | 170 | +14.9% | 0.01% | -14.3% |
| Q4 2019 | $11,134,000 | – | 148 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PAX Financial Group, LLC | 326,733 | $20,725,000 | 8.85% |
| PARK AVENUE SECURITIES LLC | 1,487,924 | $85,541,000 | 7.27% |
| Pettinga Financial Advisors LLC | 158,875 | $9,134,000 | 6.16% |
| CWM, LLC | 6,499,365 | $639,992,000 | 5.10% |
| Lineweaver Wealth Advisors, LLC | 123,157 | $7,100,000 | 4.46% |
| MCIA Inc | 137,124 | $8,555,000 | 4.42% |
| VIVID FINANCIAL MANAGEMENT, INC. | 56,580 | $3,253,000 | 4.25% |
| Leicht Financial Planning & Wealth Management, Inc. | 75,132 | $4,328,000 | 4.18% |
| Stone House Investment Management, LLC | 119,428 | $6,866,000 | 4.01% |
| Cooper Financial Group | 161,654 | $9,293,000 | 3.87% |