ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $310,237 | +10.0% | 2,956 | -4.2% | 0.23% | +9.7% |
| Q3 2023 | $282,044 | -14.2% | 3,087 | -5.9% | 0.21% | -27.7% |
| Q2 2023 | $328,739 | -42.4% | 3,282 | -48.0% | 0.28% | -49.9% |
| Q1 2023 | $570,663 | -97.0% | 6,309 | -97.2% | 0.57% | -96.7% |
| Q4 2022 | $18,770,531 | -8.4% | 221,480 | -14.1% | 17.06% | -19.9% |
| Q3 2022 | $20,483,000 | -17.7% | 257,967 | -13.0% | 21.29% | -12.6% |
| Q2 2022 | $24,895,000 | -43.1% | 296,656 | -31.3% | 24.36% | -25.1% |
| Q1 2022 | $43,755,000 | – | 431,764 | – | 32.52% | – |
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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% |