ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,694 | -12.8% | 2,382 | -9.5% | 0.01% | 0.0% |
| Q2 2023 | $256,417 | +5.6% | 2,631 | -2.0% | 0.01% | -14.3% |
| Q1 2023 | $242,860 | -47.7% | 2,685 | -51.0% | 0.01% | -50.0% |
| Q4 2022 | $464,684 | +13.1% | 5,483 | +6.0% | 0.01% | +40.0% |
| Q3 2022 | $411,000 | +2.0% | 5,171 | +7.6% | 0.01% | 0.0% |
| Q2 2022 | $403,000 | -27.6% | 4,804 | -12.6% | 0.01% | -28.6% |
| Q1 2022 | $557,000 | -14.4% | 5,498 | -8.8% | 0.01% | -30.0% |
| Q4 2021 | $651,000 | +39.4% | 6,029 | +27.1% | 0.02% | +66.7% |
| Q3 2021 | $467,000 | -8.6% | 4,744 | -8.6% | 0.01% | -20.0% |
| Q2 2021 | $511,000 | +13.3% | 5,189 | +4.5% | 0.02% | -6.2% |
| Q1 2021 | $451,000 | +74.1% | 4,964 | +64.3% | 0.02% | +33.3% |
| Q4 2020 | $259,000 | +21.0% | 3,022 | +7.1% | 0.01% | +9.1% |
| Q3 2020 | $214,000 | – | 2,821 | – | 0.01% | – |
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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% |