ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,703 | -3.6% | 3,809 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $371,225 | -11.6% | 3,809 | -18.0% | 0.02% | -16.7% |
| Q1 2023 | $419,959 | +30.1% | 4,643 | +21.9% | 0.03% | +25.0% |
| Q4 2022 | $322,813 | +6.9% | 3,809 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $302,000 | -6.2% | 3,809 | -0.9% | 0.02% | +4.3% |
| Q2 2022 | $322,000 | -22.2% | 3,843 | -6.0% | 0.02% | -14.8% |
| Q1 2022 | $414,000 | – | 4,088 | – | 0.03% | – |
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% |