ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $32,435,000 | +16.5% | 300,601 | +6.3% | 12.12% | +6.2% |
| Q3 2021 | $27,833,000 | +4.3% | 282,683 | +4.3% | 11.41% | +4.1% |
| Q2 2021 | $26,678,000 | +12.9% | 270,930 | +4.2% | 10.96% | +0.9% |
| Q1 2021 | $23,623,000 | +4.3% | 259,965 | -1.3% | 10.86% | -0.7% |
| Q4 2020 | $22,659,000 | +12.3% | 263,385 | -0.5% | 10.93% | -11.9% |
| Q3 2020 | $20,172,000 | -9.0% | 264,685 | -16.4% | 12.41% | -10.3% |
| Q2 2020 | $22,172,000 | +581.6% | 316,793 | +459.9% | 13.83% | +225.2% |
| Q1 2020 | $3,253,000 | -13.7% | 56,580 | +11.3% | 4.25% | +5.5% |
| Q4 2019 | $3,771,000 | – | 50,837 | – | 4.03% | – |
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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% |