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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $51,940 | -21.8% | 533 | -27.5% | 0.04% | -18.6% |
| Q1 2023 | $66,460 | -69.6% | 735 | -71.5% | 0.04% | -74.1% |
| Q4 2022 | $218,411 | -5.4% | 2,577 | -11.6% | 0.17% | +0.6% |
| Q3 2022 | $231,000 | -7.2% | 2,914 | -1.8% | 0.16% | 0.0% |
| Q2 2022 | $249,000 | -6.4% | 2,968 | +13.1% | 0.16% | +13.0% |
| Q1 2022 | $266,000 | +8.1% | 2,624 | +15.1% | 0.15% | +2.1% |
| Q4 2021 | $246,000 | -17.4% | 2,280 | -24.8% | 0.14% | -21.4% |
| Q3 2021 | $298,000 | +1.0% | 3,031 | +1.2% | 0.18% | +7.1% |
| Q2 2021 | $295,000 | +104.9% | 2,996 | +88.8% | 0.17% | +66.7% |
| Q1 2021 | $144,000 | – | 1,587 | – | 0.10% | – |
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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% |