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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $371,768 | +10.3% | 3,815 | +2.4% | 0.11% | 0.0% |
| Q1 2023 | $337,048 | -71.7% | 3,726 | -73.4% | 0.11% | -73.7% |
| Q4 2022 | $1,189,021 | -10.0% | 14,030 | -15.6% | 0.43% | -16.6% |
| Q3 2022 | $1,321,000 | -5.0% | 16,630 | +0.3% | 0.51% | -1.7% |
| Q2 2022 | $1,391,000 | -15.9% | 16,582 | +1.6% | 0.52% | -3.5% |
| Q1 2022 | $1,654,000 | +8.9% | 16,316 | +15.9% | 0.54% | +9.1% |
| Q4 2021 | $1,519,000 | -27.1% | 14,081 | -33.5% | 0.49% | -19.7% |
| Q3 2021 | $2,083,000 | +7.3% | 21,160 | +7.3% | 0.62% | +7.0% |
| Q2 2021 | $1,942,000 | +9.5% | 19,724 | +1.0% | 0.58% | -5.1% |
| Q1 2021 | $1,774,000 | -8.8% | 19,524 | -13.7% | 0.61% | -13.1% |
| Q4 2020 | $1,945,000 | +75.5% | 22,611 | +55.5% | 0.70% | +53.2% |
| Q3 2020 | $1,108,000 | +213.9% | 14,543 | +188.0% | 0.46% | +135.8% |
| Q2 2020 | $353,000 | – | 5,050 | – | 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% |