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 | $3,269 | -3.1% | 34,808 | +0.5% | 0.12% | -0.8% |
| Q2 2023 | $3,374 | +7.0% | 34,623 | -0.7% | 0.12% | +1.7% |
| Q1 2023 | $3,154 | +9.4% | 34,868 | +2.5% | 0.12% | +2.5% |
| Q4 2022 | $2,884 | -99.9% | 34,026 | +3.4% | 0.12% | -7.8% |
| Q3 2022 | $2,612,000 | -27.5% | 32,898 | -23.4% | 0.13% | -22.0% |
| Q2 2022 | $3,605,000 | +9.7% | 42,971 | +32.6% | 0.16% | +16.3% |
| Q1 2022 | $3,285,000 | -10.8% | 32,413 | -5.1% | 0.14% | -11.9% |
| Q4 2021 | $3,684,000 | +23.7% | 34,147 | +12.9% | 0.16% | +12.7% |
| Q3 2021 | $2,979,000 | +39.9% | 30,254 | +39.9% | 0.14% | +39.2% |
| Q2 2021 | $2,130,000 | +22.7% | 21,630 | +13.2% | 0.10% | +10.9% |
| Q1 2021 | $1,736,000 | +60.0% | 19,101 | +51.5% | 0.09% | +39.4% |
| Q4 2020 | $1,085,000 | +286.1% | 12,611 | +214.2% | 0.07% | +187.0% |
| Q2 2020 | $281,000 | – | 4,014 | – | 0.02% | – |
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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% |