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 | $1,708,129 | +12.4% | 18,189 | +16.6% | 0.01% | +16.7% |
| Q2 2023 | $1,519,986 | -22.1% | 15,596 | -27.7% | 0.01% | -25.0% |
| Q1 2023 | $1,951,549 | -4.0% | 21,576 | -10.1% | 0.01% | -11.1% |
| Q4 2022 | $2,033,192 | -7.2% | 23,990 | -13.1% | 0.01% | -10.0% |
| Q3 2022 | $2,192,000 | +90.6% | 27,602 | +101.4% | 0.01% | +100.0% |
| Q2 2022 | $1,150,000 | +5127.3% | 13,704 | +6244.4% | 0.01% | – |
| Q1 2022 | $22,000 | -15.4% | 216 | -11.1% | 0.00% | – |
| Q4 2021 | $26,000 | +4.0% | 243 | -5.8% | 0.00% | – |
| Q3 2021 | $25,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q2 2021 | $25,000 | +8.7% | 258 | 0.0% | 0.00% | – |
| Q1 2021 | $23,000 | -43.9% | 258 | -46.0% | 0.00% | – |
| Q4 2020 | $41,000 | +105.0% | 478 | +85.3% | 0.00% | – |
| Q3 2020 | $20,000 | +11.1% | 258 | 0.0% | 0.00% | – |
| Q2 2020 | $18,000 | – | 258 | – | 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% |