ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,035 | -13.7% | 2,950 | -10.5% | 0.02% | -8.7% |
| Q2 2023 | $321,131 | +10.1% | 3,295 | +2.2% | 0.02% | +9.5% |
| Q1 2023 | $291,701 | +8.6% | 3,225 | +1.7% | 0.02% | 0.0% |
| Q4 2022 | $268,658 | +5.4% | 3,170 | -1.2% | 0.02% | 0.0% |
| Q3 2022 | $255,000 | -5.9% | 3,210 | -0.6% | 0.02% | 0.0% |
| Q2 2022 | $271,000 | -17.1% | 3,230 | 0.0% | 0.02% | -12.5% |
| Q1 2022 | $327,000 | -6.6% | 3,230 | -0.5% | 0.02% | -7.7% |
| Q4 2021 | $350,000 | +5.4% | 3,245 | -3.9% | 0.03% | -3.7% |
| Q3 2021 | $332,000 | 0.0% | 3,375 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $332,000 | +17.3% | 3,375 | +8.3% | 0.03% | +3.8% |
| Q1 2021 | $283,000 | +4.0% | 3,115 | -1.6% | 0.03% | -21.2% |
| Q4 2020 | $272,000 | +12.9% | 3,165 | 0.0% | 0.03% | -31.2% |
| Q3 2020 | $241,000 | – | 3,165 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mizuho Bank, Ltd. | 2,500,000 | $243,650,000 | 23.61% |
| IMPACTfolio, LLC | 191,298 | $17,964,794 | 12.96% |
| Erickson Financial Group, LLC | 129,159 | $12,129,322 | 11.35% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $122,740 | 9.48% |
| Virtus Investment Advisers, Inc. | 131,711 | $12,368,980 | 8.42% |
| CLIENT 1ST ADVISORY GROUP, LLC | 162,746 | $15,283,513 | 8.08% |
| DOHJ, LLC | 164,240 | $15,407,395 | 6.87% |
| Spectrum Planning & Advisory Services Inc. | 45,051 | $4,230,770 | 6.67% |
| Laurel Wealth Planning LLC | 88,042 | $8,268 | 6.44% |
| Bank of Italy | 2,068,908 | $194,291 | 6.20% |