ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,175,534 | +5.6% | 46,164 | -1.0% | 0.24% | 0.0% |
| Q4 2022 | $3,952,655 | +6.7% | 46,639 | 0.0% | 0.24% | -4.0% |
| Q3 2022 | $3,704,000 | -14.2% | 46,639 | -9.4% | 0.25% | -8.4% |
| Q2 2022 | $4,318,000 | -17.2% | 51,464 | 0.0% | 0.28% | -3.8% |
| Q1 2022 | $5,216,000 | -6.1% | 51,464 | 0.0% | 0.29% | -0.7% |
| Q4 2021 | $5,553,000 | +9.6% | 51,464 | 0.0% | 0.29% | +1.8% |
| Q3 2021 | $5,067,000 | -0.0% | 51,464 | 0.0% | 0.28% | -0.4% |
| Q2 2021 | $5,068,000 | +123.1% | 51,464 | +105.8% | 0.28% | +108.8% |
| Q1 2021 | $2,272,000 | +85.2% | 25,007 | +75.3% | 0.14% | +72.2% |
| Q4 2020 | $1,227,000 | +128.9% | 14,267 | +102.9% | 0.08% | +102.6% |
| Q3 2020 | $536,000 | – | 7,030 | – | 0.04% | – |
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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% |