ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 296 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,818,543 | -10.4% | 19,283 | -7.4% | 0.61% | +4.1% |
| Q2 2023 | $2,030,460 | +1.7% | 20,834 | -5.7% | 0.59% | -5.6% |
| Q1 2023 | $1,997,343 | -12.2% | 22,082 | -17.7% | 0.62% | -18.3% |
| Q4 2022 | $2,274,111 | -4.5% | 26,833 | -5.5% | 0.76% | -21.9% |
| Q2 2022 | $2,381,000 | -13.2% | 28,380 | +4.9% | 0.98% | -4.5% |
| Q1 2022 | $2,743,000 | +19.6% | 27,067 | +27.4% | 1.02% | +20.1% |
| Q4 2021 | $2,293,000 | +26.1% | 21,253 | +15.1% | 0.85% | +13.4% |
| Q3 2021 | $1,819,000 | +26.7% | 18,471 | +26.6% | 0.75% | +29.0% |
| Q2 2021 | $1,436,000 | +16.6% | 14,587 | +7.6% | 0.58% | +8.6% |
| Q1 2021 | $1,232,000 | +17.1% | 13,562 | +11.0% | 0.54% | +14.3% |
| Q4 2020 | $1,052,000 | +132.2% | 12,223 | +105.8% | 0.47% | +105.7% |
| Q3 2020 | $453,000 | +36.0% | 5,940 | +24.7% | 0.23% | +18.8% |
| Q2 2020 | $333,000 | – | 4,764 | – | 0.19% | – |
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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% |