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 | $501,010 | -3.9% | 5,335 | -0.3% | 0.22% | +3.9% |
| Q2 2023 | $521,411 | +2.8% | 5,350 | -4.6% | 0.21% | -2.8% |
| Q1 2023 | $507,425 | +2.1% | 5,610 | -4.3% | 0.21% | -5.3% |
| Q4 2022 | $497,059 | +27.8% | 5,865 | +52.7% | 0.22% | +34.7% |
| Q1 2022 | $389,000 | -21.9% | 3,840 | -16.9% | 0.17% | -35.5% |
| Q4 2021 | $498,000 | +3.5% | 4,620 | -5.4% | 0.26% | -4.4% |
| Q3 2021 | $481,000 | +17.9% | 4,885 | +18.0% | 0.27% | +21.0% |
| Q2 2021 | $408,000 | +8.5% | 4,140 | 0.0% | 0.22% | -5.9% |
| Q1 2021 | $376,000 | +5.3% | 4,140 | -0.2% | 0.24% | -0.8% |
| Q4 2020 | $357,000 | +33.7% | 4,150 | +18.6% | 0.24% | +14.3% |
| Q3 2020 | $267,000 | +9.0% | 3,500 | 0.0% | 0.21% | -0.9% |
| Q2 2020 | $245,000 | – | 3,500 | – | 0.21% | – |
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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% |