ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $694,183 | -3.6% | 7,392 | 0.0% | 0.09% | -4.3% |
| Q2 2023 | $720,424 | +103.8% | 7,392 | +89.2% | 0.09% | +91.8% |
| Q1 2023 | $353,479 | +7.2% | 3,908 | +0.4% | 0.05% | +2.1% |
| Q4 2022 | $329,762 | -21.1% | 3,891 | -26.2% | 0.05% | -37.7% |
| Q3 2022 | $418,000 | +34.0% | 5,269 | +41.7% | 0.08% | -1.3% |
| Q2 2022 | $312,000 | +55.2% | 3,719 | +67.5% | 0.08% | +5.4% |
| Q1 2021 | $201,000 | -28.7% | 2,220 | -32.3% | 0.07% | -28.2% |
| Q4 2020 | $282,000 | – | 3,280 | – | 0.10% | – |
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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% |