ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,301,000 | -0.4% | 16,381 | +5.2% | 0.91% | -1.9% |
| Q2 2022 | $1,306,000 | -20.1% | 15,567 | -3.5% | 0.93% | -2.1% |
| Q1 2022 | $1,634,000 | +12.8% | 16,127 | +20.2% | 0.95% | +24.7% |
| Q4 2021 | $1,448,000 | +12.2% | 13,422 | +2.5% | 0.76% | -0.7% |
| Q3 2021 | $1,290,000 | +10.1% | 13,099 | +10.1% | 0.76% | +20.9% |
| Q2 2021 | $1,172,000 | +98.3% | 11,898 | +83.0% | 0.63% | +75.3% |
| Q1 2021 | $591,000 | -8.9% | 6,503 | -13.9% | 0.36% | -15.5% |
| Q4 2020 | $649,000 | – | 7,549 | – | 0.43% | – |
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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% |