ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download |
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% |