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 | $621,161 | +1.8% | 6,374 | -5.5% | 0.37% | +7.9% |
| Q1 2023 | $610,168 | +2.4% | 6,746 | -4.0% | 0.34% | +2.7% |
| Q4 2022 | $595,660 | -2.8% | 7,028 | -8.9% | 0.33% | +1.5% |
| Q3 2022 | $613,000 | -2.9% | 7,715 | +2.6% | 0.33% | +16.7% |
| Q2 2022 | $631,000 | -17.2% | 7,523 | +0.1% | 0.28% | -8.2% |
| Q1 2022 | $762,000 | -9.6% | 7,517 | -3.8% | 0.31% | -6.4% |
| Q4 2021 | $843,000 | -8.8% | 7,811 | -16.7% | 0.33% | -13.5% |
| Q3 2021 | $924,000 | +1.3% | 9,381 | +1.3% | 0.38% | +0.3% |
| Q2 2021 | $912,000 | -4.4% | 9,264 | -11.8% | 0.38% | -24.8% |
| Q1 2021 | $954,000 | -33.4% | 10,500 | -36.9% | 0.50% | -63.0% |
| Q4 2020 | $1,432,000 | – | 16,644 | – | 1.36% | – |
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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% |