ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 296 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,836,318 | +22.2% | 83,444 | +26.8% | 0.00% | 0.0% |
| Q2 2023 | $6,411,758 | +17.9% | 65,788 | +9.4% | 0.00% | +33.3% |
| Q1 2023 | $5,439,301 | +113764.4% | 60,136 | +6.7% | 0.00% | 0.0% |
| Q4 2022 | $4,777 | -99.9% | 56,365 | +19.5% | 0.00% | 0.0% |
| Q3 2022 | $3,747,000 | +16.3% | 47,180 | +22.9% | 0.00% | +50.0% |
| Q2 2022 | $3,222,000 | -7.2% | 38,402 | +12.1% | 0.00% | 0.0% |
| Q1 2022 | $3,472,000 | +9.5% | 34,252 | +16.5% | 0.00% | 0.0% |
| Q4 2021 | $3,172,000 | +34.1% | 29,399 | +22.4% | 0.00% | +100.0% |
| Q3 2021 | $2,365,000 | +18.8% | 24,016 | +18.8% | 0.00% | 0.0% |
| Q2 2021 | $1,991,000 | +4.3% | 20,220 | -3.8% | 0.00% | 0.0% |
| Q1 2021 | $1,909,000 | +70.1% | 21,008 | +61.1% | 0.00% | 0.0% |
| Q4 2020 | $1,122,000 | +71.0% | 13,040 | +51.4% | 0.00% | 0.0% |
| Q3 2020 | $656,000 | +80.2% | 8,614 | +65.6% | 0.00% | – |
| Q2 2020 | $364,000 | – | 5,201 | – | 0.00% | – |
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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% |