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 | $6,873,836 | +8.5% | 73,196 | +12.6% | 0.00% | 0.0% |
| Q2 2023 | $6,336,752 | +27.5% | 65,019 | +18.3% | 0.00% | +50.0% |
| Q1 2023 | $4,971,313 | +16.0% | 54,962 | +8.7% | 0.00% | 0.0% |
| Q4 2022 | $4,285,977 | -10.0% | 50,572 | -15.7% | 0.00% | 0.0% |
| Q3 2022 | $4,763,000 | +0.5% | 59,981 | +6.1% | 0.00% | 0.0% |
| Q2 2022 | $4,741,000 | -1.7% | 56,509 | +18.7% | 0.00% | 0.0% |
| Q1 2022 | $4,824,000 | +5.5% | 47,594 | +12.3% | 0.00% | 0.0% |
| Q4 2021 | $4,571,000 | – | 42,364 | – | 0.00% | – |
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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% |