ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 235 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $8,422,000 | +37.8% | 106,053 | +45.7% | 0.36% | +40.3% |
| Q2 2022 | $6,112,000 | -19.8% | 72,804 | -3.2% | 0.26% | -11.9% |
| Q1 2022 | $7,619,000 | +13.9% | 75,185 | +21.3% | 0.29% | -6.7% |
| Q4 2021 | $6,692,000 | +27.9% | 61,979 | +16.9% | 0.31% | +22.7% |
| Q3 2021 | $5,231,000 | +8.1% | 53,028 | +7.9% | 0.26% | +16.9% |
| Q2 2021 | $4,841,000 | +73.8% | 49,160 | +60.4% | 0.22% | +51.0% |
| Q1 2021 | $2,786,000 | -11.8% | 30,654 | -16.5% | 0.14% | -14.2% |
| Q4 2020 | $3,157,000 | +79.1% | 36,702 | +58.7% | 0.17% | +15.8% |
| Q3 2020 | $1,763,000 | -9.2% | 23,130 | -16.0% | 0.15% | -18.4% |
| Q2 2020 | $1,941,000 | +109.6% | 27,533 | +69.5% | 0.18% | +113.1% |
| Q1 2020 | $926,000 | – | 16,239 | – | 0.08% | – |
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% |