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 | $786,121 | -20.9% | 8,066 | -26.6% | 0.05% | -25.0% |
| Q1 2023 | $994,113 | -11.6% | 10,991 | -17.2% | 0.06% | -19.0% |
| Q4 2022 | $1,125,107 | +64118.4% | 13,276 | -39.8% | 0.08% | -42.3% |
| Q3 2022 | $1,752 | +102.8% | 22,061 | +114.2% | 0.14% | +101.5% |
| Q2 2022 | $864 | +0.5% | 10,300 | +21.3% | 0.07% | +17.2% |
| Q1 2022 | $860 | +78.8% | 8,488 | +90.6% | 0.06% | +56.8% |
| Q4 2021 | $481 | -28.8% | 4,453 | -35.1% | 0.04% | -43.9% |
| Q3 2021 | $676 | +0.4% | 6,861 | +0.5% | 0.07% | -17.5% |
| Q2 2021 | $673 | +18.1% | 6,830 | +8.9% | 0.08% | -10.1% |
| Q1 2021 | $570 | +42.5% | 6,270 | +34.9% | 0.09% | +11.2% |
| Q4 2020 | $400 | – | 4,647 | – | 0.08% | – |
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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% |