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 | $744,104 | -7.3% | 7,924 | -3.8% | 0.20% | +9.6% |
| Q2 2023 | $802,516 | +10.5% | 8,234 | +2.6% | 0.18% | +0.6% |
| Q1 2023 | $726,079 | +112470.4% | 8,027 | +5.5% | 0.18% | +7.9% |
| Q4 2022 | $645 | -99.9% | 7,610 | +14.5% | 0.16% | +14.7% |
| Q3 2022 | $528,000 | +50.0% | 6,647 | +58.5% | 0.14% | +32.4% |
| Q2 2022 | $352,000 | -52.4% | 4,194 | -42.5% | 0.11% | -32.5% |
| Q1 2022 | $739,000 | +40.8% | 7,293 | +50.0% | 0.16% | +17.6% |
| Q4 2021 | $525,000 | -36.2% | 4,862 | -41.8% | 0.14% | -25.7% |
| Q3 2021 | $823,000 | +12.0% | 8,359 | +11.9% | 0.18% | +18.1% |
| Q2 2021 | $735,000 | +58.4% | 7,471 | +46.4% | 0.16% | +46.2% |
| Q1 2021 | $464,000 | +110.0% | 5,102 | +98.4% | 0.11% | +100.0% |
| Q4 2020 | $221,000 | – | 2,571 | – | 0.05% | – |
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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% |