ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,257,784 | +12.5% | 24,042 | +16.8% | 0.10% | +14.3% |
| Q2 2023 | $2,006,117 | +43.3% | 20,584 | +33.0% | 0.09% | +35.8% |
| Q1 2023 | $1,400,347 | +109046.3% | 15,482 | +2.3% | 0.07% | +17.5% |
| Q4 2022 | $1,283 | -99.9% | 15,134 | +38.8% | 0.06% | +39.0% |
| Q3 2022 | $866,000 | +23.5% | 10,903 | +30.5% | 0.04% | +32.3% |
| Q2 2022 | $701,000 | -69.9% | 8,352 | -63.7% | 0.03% | -62.2% |
| Q1 2022 | $2,329,000 | -6.3% | 22,980 | -0.2% | 0.08% | +2.5% |
| Q4 2021 | $2,485,000 | +22.3% | 23,034 | +11.6% | 0.08% | +95.1% |
| Q3 2021 | $2,032,000 | +22.0% | 20,637 | +22.0% | 0.04% | -34.9% |
| Q2 2021 | $1,665,000 | -36.7% | 16,910 | -41.6% | 0.06% | -41.1% |
| Q1 2021 | $2,632,000 | – | 28,965 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 303,485 | $29,862,000 | 29.01% |
| Mizuho Bank, Ltd. | 2,000,000 | $196,920,000 | 19.74% |
| Sharkey, Howes & Javer | 704,287 | $69,344,000 | 17.92% |
| ONE Advisory Partners, LLC | 281,862 | $27,752,000 | 17.22% |
| JB Capital LLC | 1,066,048 | $104,963,000 | 13.58% |
| CLIENT 1ST ADVISORY GROUP, LLC | 256,433 | $25,248,000 | 12.89% |
| High Falls Advisors, Inc | 481,971 | $47,455,000 | 12.89% |
| Tri-Star Advisors Inc. | 280,510 | $28,545,000 | 12.54% |
| SWMG, LLC | 212,075 | $20,881,000 | 12.12% |
| Pettinga Financial Advisors LLC | 458,570 | $45,151,000 | 11.52% |