ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 235 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $103,013 | -27.3% | 1,096,932 | -24.5% | 0.57% | -27.0% |
| Q2 2023 | $141,686 | -5.5% | 1,453,787 | -12.3% | 0.78% | -26.4% |
| Q1 2023 | $150,006 | -49.1% | 1,658,441 | -52.3% | 1.06% | -45.2% |
| Q4 2022 | $294,622 | -99.9% | 3,476,371 | -7.7% | 1.94% | -14.7% |
| Q3 2022 | $298,978,000 | -2.2% | 3,764,996 | +3.3% | 2.27% | -2.4% |
| Q2 2022 | $305,683,000 | -13.3% | 3,643,416 | +4.7% | 2.32% | -6.6% |
| Q1 2022 | $352,531,000 | +3.9% | 3,478,351 | +10.6% | 2.49% | +1.8% |
| Q4 2021 | $339,304,000 | +22.0% | 3,144,617 | +11.3% | 2.44% | +10.4% |
| Q3 2021 | $278,163,000 | +18.4% | 2,825,136 | +18.4% | 2.21% | +12.1% |
| Q2 2021 | $234,883,000 | +16.7% | 2,385,328 | +7.7% | 1.97% | +2.5% |
| Q1 2021 | $201,264,000 | +15.4% | 2,214,859 | +9.3% | 1.92% | +3.3% |
| Q4 2020 | $174,380,000 | +58.6% | 2,026,964 | +40.5% | 1.86% | +35.2% |
| Q3 2020 | $109,921,000 | +18.8% | 1,442,345 | +9.1% | 1.38% | +11.3% |
| Q2 2020 | $92,550,000 | +163.7% | 1,322,333 | +116.6% | 1.24% | +105.0% |
| Q1 2020 | $35,095,000 | +1070.2% | 610,455 | +1351.7% | 0.60% | +1304.7% |
| Q4 2019 | $2,999,000 | +27.2% | 42,051 | +16.6% | 0.04% | +13.2% |
| Q3 2019 | $2,357,000 | +10.6% | 36,049 | +9.1% | 0.04% | +22.6% |
| Q2 2019 | $2,131,000 | +67.0% | 33,031 | +60.9% | 0.03% | +55.0% |
| Q1 2019 | $1,276,000 | +243.0% | 20,529 | +203.2% | 0.02% | +185.7% |
| Q4 2018 | $372,000 | – | 6,770 | – | 0.01% | – |
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% |