ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,962 | -3.6% | 3,865 | 0.0% | 0.18% | +7.1% |
| Q2 2023 | $376,683 | -6.9% | 3,865 | -13.6% | 0.17% | -8.2% |
| Q1 2023 | $404,492 | -18.0% | 4,472 | -23.1% | 0.18% | -18.3% |
| Q4 2022 | $492,991 | +35.4% | 5,817 | +62.0% | 0.22% | +22.4% |
| Q1 2022 | $364,000 | +20.9% | 3,590 | +28.8% | 0.18% | +30.7% |
| Q4 2021 | $301,000 | +9.9% | 2,787 | 0.0% | 0.14% | -2.1% |
| Q3 2021 | $274,000 | -10.5% | 2,787 | -10.3% | 0.14% | -7.7% |
| Q2 2021 | $306,000 | – | 3,108 | – | 0.16% | – |
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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% |