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 | $327,253 | -9.1% | 3,470 | -6.1% | 0.01% | -6.7% |
| Q2 2023 | $360,115 | +7.6% | 3,695 | -0.1% | 0.02% | 0.0% |
| Q1 2023 | $334,665 | +1.0% | 3,700 | -5.4% | 0.02% | -6.2% |
| Q4 2022 | $331,372 | +9.4% | 3,910 | +2.4% | 0.02% | 0.0% |
| Q3 2022 | $303,000 | +5.2% | 3,820 | +11.4% | 0.02% | +6.7% |
| Q2 2022 | $288,000 | -36.7% | 3,430 | -23.5% | 0.02% | -21.1% |
| Q1 2022 | $455,000 | -9.7% | 4,485 | -4.1% | 0.02% | -5.0% |
| Q4 2021 | $504,000 | +13.8% | 4,675 | +3.9% | 0.02% | 0.0% |
| Q3 2021 | $443,000 | -0.2% | 4,498 | -0.3% | 0.02% | -4.8% |
| Q2 2021 | $444,000 | +22.3% | 4,513 | +13.0% | 0.02% | +10.5% |
| Q1 2021 | $363,000 | +29.6% | 3,993 | +22.6% | 0.02% | +18.8% |
| Q4 2020 | $280,000 | -4.8% | 3,258 | -15.6% | 0.02% | -20.0% |
| Q3 2020 | $294,000 | – | 3,859 | – | 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% |