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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $314 | -99.9% | 3,232 | -4.2% | 0.09% | -8.1% |
| Q1 2023 | $305,088 | +7.4% | 3,373 | +0.6% | 0.10% | -13.2% |
| Q4 2022 | $284,082 | +6.8% | 3,352 | 0.0% | 0.11% | -5.8% |
| Q3 2022 | $266,000 | -8.9% | 3,352 | -3.6% | 0.12% | -4.7% |
| Q2 2022 | $292,000 | -17.0% | 3,477 | 0.0% | 0.13% | -13.6% |
| Q1 2022 | $352,000 | +25.7% | 3,477 | +34.2% | 0.15% | +28.9% |
| Q4 2021 | $280,000 | +1.1% | 2,591 | -8.0% | 0.11% | -12.3% |
| Q3 2021 | $277,000 | 0.0% | 2,815 | 0.0% | 0.13% | +106.3% |
| Q2 2021 | $277,000 | +8.6% | 2,815 | 0.0% | 0.06% | +1.6% |
| Q1 2021 | $255,000 | – | 2,815 | – | 0.06% | – |
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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% |