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 | $1,355 | -7.7% | 14,373 | -4.6% | 0.19% | -1.6% |
| Q2 2023 | $1,468 | -10.4% | 15,067 | -16.9% | 0.19% | -15.2% |
| Q1 2023 | $1,639 | -99.9% | 18,132 | -38.1% | 0.22% | -41.0% |
| Q4 2021 | $3,160,000 | +21.9% | 29,286 | +11.3% | 0.38% | +1.3% |
| Q3 2021 | $2,592,000 | +4.3% | 26,324 | +4.3% | 0.37% | +1.1% |
| Q2 2021 | $2,486,000 | +42.5% | 25,244 | +31.5% | 0.37% | +17.9% |
| Q1 2021 | $1,745,000 | +21.2% | 19,204 | +14.7% | 0.31% | -1.3% |
| Q4 2020 | $1,440,000 | +78.9% | 16,739 | +58.6% | 0.32% | +22.4% |
| Q3 2020 | $805,000 | +24.2% | 10,557 | +14.0% | 0.26% | +5.3% |
| Q2 2020 | $648,000 | +52.1% | 9,260 | +25.0% | 0.25% | +8.8% |
| Q1 2020 | $426,000 | – | 7,406 | – | 0.23% | – |
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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% |