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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,306,568 | -22.8% | 56,507 | -19.9% | 1.81% | -23.1% |
| Q2 2023 | $6,877,525 | -3.7% | 70,568 | -10.7% | 2.35% | -4.2% |
| Q1 2023 | $7,143,815 | -51.5% | 78,981 | -54.5% | 2.46% | -56.4% |
| Q4 2022 | $14,715,992 | +23.4% | 173,640 | +15.6% | 5.63% | +2.6% |
| Q3 2022 | $11,923,000 | +903.6% | 150,163 | +8.7% | 5.49% | +1553.3% |
| Q2 2022 | $1,188,000 | -81.4% | 138,131 | +117.1% | 0.33% | -89.1% |
| Q1 2022 | $6,390,000 | -52.6% | 63,617 | -49.1% | 3.05% | -45.0% |
| Q4 2021 | $13,493,000 | – | 125,052 | – | 5.54% | – |
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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% |
| CLIENT 1ST ADVISORY GROUP, LLC | 256,433 | $25,248,000 | 12.89% |
| High Falls Advisors, Inc | 481,971 | $47,455,000 | 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% |