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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,188,465 | -29.7% | 75,788 | -27.6% | 1.85% | -27.1% |
| Q2 2023 | $10,226,065 | +8.4% | 104,732 | +1.3% | 2.54% | +2.5% |
| Q1 2023 | $9,433,131 | -54.6% | 103,377 | -55.9% | 2.48% | -55.9% |
| Q4 2022 | $20,799,742 | -9.1% | 234,337 | -14.1% | 5.61% | -20.2% |
| Q3 2022 | $22,888,000 | -6.1% | 272,896 | +2.6% | 7.04% | -0.4% |
| Q2 2022 | $24,377,000 | -11.8% | 265,980 | -7.8% | 7.06% | -3.8% |
| Q1 2022 | $27,642,000 | +8.4% | 288,356 | +19.2% | 7.34% | +9.8% |
| Q4 2021 | $25,498,000 | +13.3% | 241,874 | +10.1% | 6.69% | +8.1% |
| Q3 2021 | $22,496,000 | +8.8% | 219,649 | +6.3% | 6.19% | +4.4% |
| Q2 2021 | $20,680,000 | +23.9% | 206,555 | +15.3% | 5.92% | +9.1% |
| Q1 2021 | $16,686,000 | +9.1% | 179,093 | +5.8% | 5.43% | +4.3% |
| Q4 2020 | $15,295,000 | +52.8% | 169,210 | +27.3% | 5.21% | +29.6% |
| Q3 2020 | $10,007,000 | +25.2% | 132,947 | +26.5% | 4.02% | +24.7% |
| Q2 2020 | $7,991,000 | +11.7% | 105,075 | -8.1% | 3.22% | -9.9% |
| Q1 2020 | $7,154,000 | – | 114,328 | – | 3.58% | – |
Download | ||||||
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% |