ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,503,000 | +3.2% | 24,696 | +9.9% | 1.59% | -4.4% |
| Q4 2021 | $2,425,000 | +17.2% | 22,479 | +7.0% | 1.66% | +5.5% |
| Q3 2021 | $2,069,000 | +1.8% | 21,010 | +1.8% | 1.58% | -0.1% |
| Q2 2021 | $2,033,000 | +5.1% | 20,641 | -3.1% | 1.58% | -9.2% |
| Q1 2021 | $1,935,000 | +6.6% | 21,299 | +0.9% | 1.74% | +1.1% |
| Q4 2020 | $1,815,000 | – | 21,103 | – | 1.72% | – |
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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% |