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 | $3,386,697 | -32.5% | 36,063 | -30.0% | 2.57% | -31.3% |
| Q2 2023 | $5,018,627 | -19.9% | 51,494 | -25.7% | 3.74% | -23.5% |
| Q1 2023 | $6,266,201 | -46.5% | 69,278 | -53.0% | 4.89% | -50.7% |
| Q3 2022 | $11,712,000 | -11.9% | 147,484 | +12.4% | 9.92% | -1.4% |
| Q1 2022 | $13,299,000 | +3.7% | 131,216 | +10.4% | 10.06% | +4.0% |
| Q4 2021 | $12,820,000 | +21.2% | 118,815 | +10.6% | 9.67% | +5.7% |
| Q3 2021 | $10,579,000 | +26.8% | 107,446 | +26.8% | 9.16% | +35.0% |
| Q2 2021 | $8,344,000 | -5.2% | 84,732 | -12.5% | 6.78% | -10.8% |
| Q1 2021 | $8,799,000 | +0.4% | 96,836 | -5.0% | 7.60% | -8.3% |
| Q4 2020 | $8,768,000 | – | 101,915 | – | 8.28% | – |
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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% |