ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,652,113 | -3.7% | 28,241 | -0.0% | 0.02% | 0.0% |
| Q2 2023 | $2,753,635 | +143542.9% | 28,254 | +33.3% | 0.02% | +41.2% |
| Q1 2023 | $1,917 | +13.3% | 21,191 | +6.1% | 0.02% | +6.2% |
| Q4 2022 | $1,692 | -99.9% | 19,965 | +14.2% | 0.02% | +14.3% |
| Q3 2022 | $1,388,000 | +3.6% | 17,479 | +9.5% | 0.01% | +7.7% |
| Q2 2022 | $1,340,000 | -7.3% | 15,968 | +12.0% | 0.01% | +8.3% |
| Q1 2022 | $1,445,000 | -11.6% | 14,261 | -5.9% | 0.01% | -7.7% |
| Q4 2021 | $1,635,000 | +46.6% | 15,150 | +33.7% | 0.01% | +30.0% |
| Q3 2021 | $1,115,000 | +56.4% | 11,329 | +56.4% | 0.01% | +66.7% |
| Q2 2021 | $713,000 | +134.5% | 7,245 | +116.3% | 0.01% | +100.0% |
| Q1 2021 | $304,000 | – | 3,349 | – | 0.00% | – |
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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% |
| High Falls Advisors, Inc | 481,971 | $47,455,000 | 12.89% |
| CLIENT 1ST ADVISORY GROUP, LLC | 256,433 | $25,248,000 | 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% |