ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $369,473 | -10.6% | 3,791 | -17.1% | 0.06% | -15.2% |
| Q1 2023 | $413,468 | +7.0% | 4,571 | +0.2% | 0.07% | +3.1% |
| Q4 2022 | $386,585 | +3.1% | 4,561 | -3.4% | 0.06% | -1.5% |
| Q3 2022 | $375,000 | -23.2% | 4,722 | -1.9% | 0.06% | -7.1% |
| Q1 2022 | $488,000 | -9.8% | 4,814 | -4.0% | 0.07% | -4.1% |
| Q4 2021 | $541,000 | +9.7% | 5,016 | +0.2% | 0.07% | +1.4% |
| Q3 2021 | $493,000 | -3.5% | 5,004 | -3.5% | 0.07% | -2.7% |
| Q2 2021 | $511,000 | +0.2% | 5,187 | -7.5% | 0.07% | -7.5% |
| Q1 2021 | $510,000 | -7.1% | 5,608 | -12.0% | 0.08% | -21.6% |
| Q4 2020 | $549,000 | +12.7% | 6,376 | -0.3% | 0.10% | -4.7% |
| Q3 2020 | $487,000 | +7.3% | 6,396 | -1.4% | 0.11% | +2.9% |
| Q2 2020 | $454,000 | +22.0% | 6,490 | +0.3% | 0.10% | +2.0% |
| Q1 2020 | $372,000 | -18.2% | 6,468 | +1.5% | 0.10% | +4.1% |
| Q4 2019 | $455,000 | +7.8% | 6,373 | -1.2% | 0.10% | -1.0% |
| Q3 2019 | $422,000 | -1.2% | 6,453 | -2.6% | 0.10% | +23.8% |
| Q2 2019 | $427,000 | +8.4% | 6,622 | +4.4% | 0.08% | +19.4% |
| Q1 2019 | $394,000 | +18.7% | 6,341 | +4.9% | 0.07% | +4.7% |
| Q4 2018 | $332,000 | -11.5% | 6,042 | +3.1% | 0.06% | +4.9% |
| Q3 2018 | $375,000 | +7.1% | 5,860 | +0.2% | 0.06% | -3.2% |
| Q2 2018 | $350,000 | +14.4% | 5,849 | +10.5% | 0.06% | +5.0% |
| Q1 2018 | $306,000 | +0.7% | 5,295 | +1.8% | 0.06% | +17.6% |
| Q4 2017 | $304,000 | +7.0% | 5,203 | +0.5% | 0.05% | 0.0% |
| Q3 2017 | $284,000 | +3.3% | 5,178 | +0.3% | 0.05% | +4.1% |
| Q2 2017 | $275,000 | +9.1% | 5,165 | +5.8% | 0.05% | +8.9% |
| Q1 2017 | $252,000 | – | 4,884 | – | 0.04% | – |
Download | ||||||
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% |