ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 331 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $891 | -32.9% | 9,491 | -30.4% | 0.05% | -32.4% |
| Q2 2023 | $1,328 | +12.6% | 13,629 | +4.6% | 0.07% | +10.4% |
| Q1 2023 | $1,179 | -55.9% | 13,035 | -58.7% | 0.07% | -58.9% |
| Q4 2022 | $2,672 | -99.9% | 31,528 | -2.2% | 0.16% | -7.4% |
| Q3 2022 | $2,561,000 | +45.8% | 32,253 | +54.0% | 0.18% | +44.3% |
| Q2 2022 | $1,757,000 | +1657.0% | 20,945 | +2022.1% | 0.12% | +1933.3% |
| Q1 2022 | $100,000 | -5.7% | 987 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $106,000 | +26.2% | 987 | +15.7% | 0.01% | 0.0% |
| Q3 2021 | $84,000 | 0.0% | 853 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $84,000 | +33.3% | 853 | +23.1% | 0.01% | +50.0% |
| Q1 2021 | $63,000 | +21.2% | 693 | +15.5% | 0.00% | -20.0% |
| Q4 2020 | $52,000 | +642.9% | 600 | +589.7% | 0.01% | +400.0% |
| Q3 2020 | $7,000 | – | 87 | – | 0.00% | – |
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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% |