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 | $782,291 | -4.3% | 8,330 | -0.7% | 0.10% | -1.0% |
| Q2 2023 | $817,613 | -14.8% | 8,389 | -20.9% | 0.10% | -19.2% |
| Q1 2023 | $959,088 | -31.0% | 10,604 | -39.4% | 0.12% | -40.3% |
| Q3 2022 | $1,390,000 | +1.8% | 17,500 | +9.8% | 0.20% | +10.4% |
| Q2 2022 | $1,365,000 | -9.9% | 15,937 | +0.6% | 0.18% | -2.2% |
| Q1 2022 | $1,515,000 | +12.4% | 15,849 | +26.8% | 0.19% | +20.8% |
| Q4 2021 | $1,348,000 | +36.3% | 12,495 | +24.5% | 0.15% | +15.8% |
| Q3 2021 | $989,000 | +0.6% | 10,040 | +3.6% | 0.13% | -7.6% |
| Q2 2021 | $983,000 | +12.2% | 9,688 | +0.5% | 0.14% | +1.4% |
| Q1 2021 | $876,000 | +4.7% | 9,644 | +2.1% | 0.14% | -1.4% |
| Q4 2020 | $837,000 | +23.5% | 9,449 | +6.2% | 0.14% | +5.1% |
| Q3 2020 | $678,000 | +82.3% | 8,898 | +67.0% | 0.14% | +52.2% |
| Q2 2020 | $372,000 | +25.7% | 5,329 | +3.5% | 0.09% | +30.4% |
| Q1 2020 | $296,000 | -19.3% | 5,150 | 0.0% | 0.07% | -8.0% |
| Q4 2019 | $367,000 | – | 5,150 | – | 0.08% | – |
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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% |