ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,614,000 | -27.7% | 15,930 | -23.0% | 0.32% | -17.7% |
| Q4 2021 | $2,233,000 | +104.9% | 20,691 | +86.9% | 0.38% | +62.0% |
| Q3 2021 | $1,090,000 | +1.2% | 11,071 | +1.2% | 0.24% | 0.0% |
| Q2 2021 | $1,077,000 | +17.8% | 10,940 | +8.8% | 0.24% | -21.3% |
| Q1 2021 | $914,000 | -34.9% | 10,058 | -38.4% | 0.30% | -26.0% |
| Q4 2020 | $1,405,000 | +134.2% | 16,337 | +107.6% | 0.41% | +102.5% |
| Q3 2020 | $600,000 | -44.8% | 7,869 | -62.8% | 0.20% | -28.0% |
| Q2 2020 | $1,086,000 | +1911.1% | 21,153 | +2157.5% | 0.28% | +1062.5% |
| Q1 2020 | $54,000 | – | 937 | – | 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% |