ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $519,134 | -3.6% | 5,528 | 0.0% | 0.09% | -15.6% |
| Q2 2023 | $538,759 | +7.8% | 5,528 | 0.0% | 0.11% | -0.9% |
| Q1 2023 | $500,008 | +6.7% | 5,528 | 0.0% | 0.11% | -0.9% |
| Q4 2022 | $468,498 | +120.0% | 5,528 | +117.8% | 0.11% | +9.9% |
| Q2 2022 | $213,000 | -11.2% | 2,538 | +7.4% | 0.10% | -1.9% |
| Q1 2022 | $240,000 | -5.9% | 2,364 | 0.0% | 0.10% | +4.0% |
| Q4 2021 | $255,000 | +9.4% | 2,364 | 0.0% | 0.10% | -27.7% |
| Q3 2021 | $233,000 | 0.0% | 2,364 | 0.0% | 0.14% | +3.0% |
| Q2 2021 | $233,000 | – | 2,364 | – | 0.13% | – |
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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% |