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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,947,595 | -12.4% | 42,036 | -9.1% | 0.20% | -8.8% |
| Q2 2023 | $4,507,090 | -62.3% | 46,246 | -65.0% | 0.22% | -70.4% |
| Q1 2023 | $11,946,842 | -4.3% | 132,082 | -10.3% | 0.73% | -17.2% |
| Q4 2022 | $12,477,901 | +120.7% | 147,232 | +106.8% | 0.88% | +89.9% |
| Q3 2022 | $5,654,000 | -6.7% | 71,198 | -1.4% | 0.47% | -7.5% |
| Q2 2022 | $6,060,000 | -27.0% | 72,225 | -11.9% | 0.50% | -14.6% |
| Q1 2022 | $8,306,000 | -4.8% | 81,953 | +1.3% | 0.59% | -9.5% |
| Q4 2021 | $8,726,000 | +218050.0% | 80,867 | +139325.9% | 0.65% | +32500.0% |
| Q2 2020 | $4,000 | – | 58 | – | 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% |