ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,175 | -2.2% | 4,357 | +1.5% | 0.02% | -5.6% |
| Q2 2023 | $418,503 | -7.7% | 4,294 | -14.3% | 0.02% | -14.3% |
| Q1 2023 | $453,400 | +53.3% | 5,013 | +43.6% | 0.02% | +40.0% |
| Q4 2022 | $295,778 | +7.6% | 3,490 | +0.8% | 0.02% | 0.0% |
| Q3 2022 | $275,000 | -13.0% | 3,463 | -8.1% | 0.02% | -11.8% |
| Q2 2022 | $316,000 | -18.8% | 3,767 | -2.0% | 0.02% | -26.1% |
| Q1 2022 | $389,000 | -2.8% | 3,842 | +3.6% | 0.02% | -8.0% |
| Q4 2021 | $400,000 | +18.3% | 3,710 | +8.0% | 0.02% | +8.7% |
| Q3 2021 | $338,000 | +10.8% | 3,434 | +10.8% | 0.02% | 0.0% |
| Q2 2021 | $305,000 | – | 3,098 | – | 0.02% | – |
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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% |