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 | $2,822,919 | -3.4% | 30,060 | +0.2% | 0.48% | -0.4% |
| Q2 2023 | $2,923,027 | +56.2% | 29,992 | +45.0% | 0.48% | +45.6% |
| Q1 2023 | $1,871,161 | +19.7% | 20,687 | +12.2% | 0.33% | +11.8% |
| Q4 2022 | $1,563,017 | +103.8% | 18,443 | +90.9% | 0.30% | +83.9% |
| Q3 2022 | $767,000 | +59.8% | 9,659 | +68.8% | 0.16% | +71.3% |
| Q2 2022 | $480,000 | -18.5% | 5,721 | -1.5% | 0.09% | -6.0% |
| Q1 2022 | $589,000 | +82.4% | 5,808 | +93.8% | 0.10% | +75.4% |
| Q4 2021 | $323,000 | – | 2,997 | – | 0.06% | – |
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% |