ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,033,855 | +54.6% | 11,009 | +60.5% | 0.29% | +50.5% |
| Q2 2023 | $668,576 | +14.7% | 6,860 | +6.4% | 0.19% | +1.1% |
| Q1 2023 | $582,950 | +31.5% | 6,445 | +23.2% | 0.19% | +16.8% |
| Q4 2022 | $443,243 | +6.8% | 5,230 | 0.0% | 0.16% | -3.0% |
| Q3 2022 | $415,000 | +24.6% | 5,230 | +31.9% | 0.17% | +24.8% |
| Q2 2022 | $333,000 | +4.7% | 3,965 | +26.5% | 0.13% | +27.9% |
| Q1 2022 | $318,000 | +1.3% | 3,135 | +7.7% | 0.10% | +6.1% |
| Q4 2021 | $314,000 | +45.4% | 2,910 | +32.9% | 0.10% | +28.9% |
| Q3 2021 | $216,000 | – | 2,190 | – | 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% |