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 | $488,802 | -3.6% | 5,205 | 0.0% | 0.61% | +17.0% |
| Q2 2023 | $507,279 | -89.6% | 5,205 | -90.3% | 0.52% | -85.2% |
| Q1 2023 | $4,868,924 | +6.7% | 53,830 | 0.0% | 3.52% | +7.2% |
| Q4 2022 | $4,562,093 | +6.7% | 53,830 | 0.0% | 3.28% | -2.6% |
| Q3 2022 | $4,275,000 | -5.3% | 53,830 | 0.0% | 3.37% | +3.0% |
| Q2 2022 | $4,516,000 | -8.4% | 53,830 | +10.7% | 3.27% | +3.3% |
| Q1 2022 | $4,928,000 | -6.1% | 48,625 | 0.0% | 3.16% | +17.5% |
| Q4 2021 | $5,247,000 | +9.6% | 48,625 | 0.0% | 2.69% | +3.7% |
| Q3 2021 | $4,788,000 | – | 48,625 | – | 2.60% | – |
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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% |