ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 331 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,172,765 | -17.4% | 182,864 | -14.2% | 0.03% | -17.1% |
| Q2 2023 | $20,781,507 | +12.1% | 213,231 | +4.1% | 0.04% | +9.4% |
| Q1 2023 | $18,533,541 | -40.4% | 204,904 | -44.1% | 0.03% | -41.8% |
| Q4 2022 | $31,070,939 | +5.3% | 366,619 | -1.4% | 0.06% | -3.5% |
| Q3 2022 | $29,516,000 | +0.4% | 371,698 | +6.1% | 0.06% | +5.6% |
| Q2 2022 | $29,401,000 | -12.1% | 350,435 | +6.2% | 0.05% | +1.9% |
| Q1 2022 | $33,436,000 | +4.7% | 329,908 | +11.5% | 0.05% | +8.2% |
| Q4 2021 | $31,927,000 | -3.9% | 295,900 | -12.3% | 0.05% | -10.9% |
| Q3 2021 | $33,231,000 | -9.7% | 337,504 | -9.7% | 0.06% | -8.3% |
| Q2 2021 | $36,814,000 | +28.1% | 373,859 | +18.2% | 0.06% | +20.0% |
| Q1 2021 | $28,737,000 | +24.5% | 316,244 | +17.9% | 0.05% | +13.6% |
| Q4 2020 | $23,078,000 | +28.2% | 268,262 | +13.5% | 0.04% | +12.8% |
| Q3 2020 | $18,007,000 | +16.5% | 236,289 | +7.0% | 0.04% | +11.4% |
| Q2 2020 | $15,458,000 | +342.4% | 220,862 | +263.5% | 0.04% | +288.9% |
| Q1 2020 | $3,494,000 | – | 60,764 | – | 0.01% | – |
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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% |