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 | $3,774,243 | -51.7% | 40,190 | -49.9% | 0.86% | -51.3% |
| Q2 2023 | $7,819,229 | +5.0% | 80,230 | -2.5% | 1.77% | -1.0% |
| Q1 2023 | $7,444,397 | -67.7% | 82,304 | -69.7% | 1.78% | -69.5% |
| Q4 2022 | $23,043,356 | -12.5% | 271,898 | -18.0% | 5.85% | -13.1% |
| Q3 2022 | $26,326,000 | -11.1% | 331,520 | -6.1% | 6.73% | -10.1% |
| Q2 2022 | $29,614,000 | -21.8% | 352,962 | -5.6% | 7.49% | -14.7% |
| Q1 2022 | $37,880,000 | -9.6% | 373,752 | -3.8% | 8.78% | -6.5% |
| Q4 2021 | $41,921,000 | +8.8% | 388,515 | -0.7% | 9.40% | -0.4% |
| Q3 2021 | $38,537,000 | +7.8% | 391,397 | +7.8% | 9.43% | +4.3% |
| Q2 2021 | $35,759,000 | +8.8% | 363,143 | +0.4% | 9.04% | -2.2% |
| Q1 2021 | $32,857,000 | -3.6% | 361,582 | -8.7% | 9.25% | -13.2% |
| Q4 2020 | $34,072,000 | +53.4% | 396,046 | +35.9% | 10.66% | +36.6% |
| Q3 2020 | $22,216,000 | +10.5% | 291,515 | +1.4% | 7.80% | +1.8% |
| Q2 2020 | $20,114,000 | -2.9% | 287,378 | -12.0% | 7.66% | -13.5% |
| Q1 2020 | $20,725,000 | +145.1% | 326,733 | +190.6% | 8.85% | +144.7% |
| Q4 2019 | $8,456,000 | – | 112,436 | – | 3.62% | – |
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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% |