ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $53,432 | -87.1% | 617 | -87.9% | 0.02% | -88.4% |
| Q3 2022 | $415,000 | +75.8% | 5,106 | +87.6% | 0.17% | +35.2% |
| Q2 2022 | $236,000 | -10.9% | 2,722 | +4.3% | 0.13% | +7.6% |
| Q1 2022 | $265,000 | +25.6% | 2,610 | +25.7% | 0.12% | -30.8% |
| Q4 2021 | $211,000 | 0.0% | 2,077 | 0.0% | 0.17% | -6.5% |
| Q3 2021 | $211,000 | -2.8% | 2,077 | -5.6% | 0.18% | -3.7% |
| Q2 2021 | $217,000 | – | 2,200 | – | 0.19% | – |
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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% |