ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,185 | +2.0% | 23,263 | +5.8% | 0.11% | +6.9% |
| Q2 2023 | $2,143 | +35.3% | 21,989 | +25.6% | 0.10% | +29.1% |
| Q1 2023 | $1,584 | +40.2% | 17,512 | +31.3% | 0.08% | +27.4% |
| Q4 2022 | $1,130 | -99.9% | 13,334 | +7.5% | 0.06% | +12.7% |
| Q3 2022 | $985,000 | +47.7% | 12,398 | +56.0% | 0.06% | +52.8% |
| Q2 2022 | $667,000 | -32.7% | 7,946 | -18.7% | 0.04% | -20.0% |
| Q1 2022 | $991,000 | +25.9% | 9,777 | +34.1% | 0.04% | +32.4% |
| Q4 2021 | $787,000 | -22.1% | 7,290 | -28.9% | 0.03% | -29.2% |
| Q3 2021 | $1,010,000 | +7.7% | 10,258 | +7.7% | 0.05% | +9.1% |
| Q2 2021 | $938,000 | +19.8% | 9,522 | +10.5% | 0.04% | +2.3% |
| Q1 2021 | $783,000 | – | 8,614 | – | 0.04% | – |
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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% |