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 2023 | $826,126 | -2.8% | 8,797 | +0.9% | 0.01% | 0.0% |
| Q2 2023 | $849,851 | +2.6% | 8,720 | -4.8% | 0.01% | 0.0% |
| Q1 2023 | $828,341 | +128.2% | 9,158 | +111.9% | 0.01% | +80.0% |
| Q2 2022 | $363,000 | -54.0% | 4,322 | -44.5% | 0.01% | -44.4% |
| Q1 2022 | $789,000 | -15.4% | 7,783 | -10.0% | 0.01% | -10.0% |
| Q4 2021 | $933,000 | -7.8% | 8,650 | -15.8% | 0.01% | -16.7% |
| Q3 2021 | $1,012,000 | +2.8% | 10,277 | +2.8% | 0.01% | 0.0% |
| Q2 2021 | $984,000 | +34.4% | 9,997 | +24.0% | 0.01% | +33.3% |
| Q1 2021 | $732,000 | +33.6% | 8,060 | +26.5% | 0.01% | +12.5% |
| Q4 2020 | $548,000 | – | 6,371 | – | 0.01% | – |
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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% |