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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,536,609 | -13.3% | 133,496 | -10.0% | 0.01% | -15.4% |
| Q2 2023 | $14,458,971 | -14.2% | 148,358 | -20.4% | 0.01% | -18.8% |
| Q1 2023 | $16,853,277 | -1.8% | 186,327 | -8.0% | 0.02% | -5.9% |
| Q4 2022 | $17,160,350 | +6.8% | 202,482 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $16,070,000 | -5.3% | 202,373 | +0.0% | 0.02% | 0.0% |
| Q2 2022 | $16,977,000 | -17.2% | 202,352 | +0.1% | 0.02% | 0.0% |
| Q1 2022 | $20,492,000 | -6.0% | 202,195 | +0.1% | 0.02% | 0.0% |
| Q4 2021 | $21,799,000 | +0.2% | 202,027 | -8.6% | 0.02% | -10.5% |
| Q3 2021 | $21,754,000 | – | 220,944 | – | 0.02% | – |
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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% |