ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,748,612 | -57.0% | 50,506 | -41.8% | 0.41% | -50.3% |
| Q2 2023 | $6,385,019 | -5.1% | 86,760 | -9.3% | 0.83% | -6.4% |
| Q1 2023 | $6,728,636 | -41.8% | 95,619 | -39.3% | 0.88% | -44.9% |
| Q4 2022 | $11,563,695 | +34.6% | 157,657 | +21.9% | 1.60% | +16.0% |
| Q3 2022 | $8,589,000 | +46.0% | 129,356 | +41.7% | 1.38% | +53.6% |
| Q2 2022 | $5,882,000 | +73.0% | 91,318 | +66.6% | 0.90% | +96.7% |
| Q1 2022 | $3,400,000 | +178.0% | 54,806 | +68.1% | 0.46% | +182.7% |
| Q4 2021 | $1,223,000 | +80.6% | 32,605 | +398.5% | 0.16% | +78.0% |
| Q3 2021 | $677,000 | – | 6,540 | – | 0.09% | – |
Download | ||||||
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% |