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 | $1,236 | -3.1% | 13,164 | +0.5% | 0.05% | -4.1% |
| Q2 2023 | $1,276 | -33.7% | 13,096 | -38.4% | 0.05% | -39.5% |
| Q1 2023 | $1,924 | -43.3% | 21,269 | -46.8% | 0.08% | -46.7% |
| Q4 2022 | $3,391 | -99.9% | 40,009 | -13.4% | 0.15% | -17.4% |
| Q3 2022 | $3,667,000 | -9.0% | 46,182 | -3.8% | 0.18% | -5.6% |
| Q2 2022 | $4,029,000 | -15.5% | 48,021 | +2.1% | 0.20% | -8.5% |
| Q1 2022 | $4,769,000 | +1.6% | 47,054 | +8.1% | 0.21% | +1.9% |
| Q4 2021 | $4,696,000 | +12.6% | 43,520 | +2.8% | 0.21% | -0.5% |
| Q3 2021 | $4,169,000 | +10.5% | 42,337 | +10.5% | 0.21% | +9.4% |
| Q2 2021 | $3,773,000 | +18.9% | 38,318 | +9.7% | 0.19% | +12.3% |
| Q1 2021 | $3,174,000 | +40.8% | 34,934 | +33.3% | 0.17% | +27.6% |
| Q4 2020 | $2,254,000 | +5991.9% | 26,204 | +5269.7% | 0.13% | +6600.0% |
| Q3 2020 | $37,000 | – | 488 | – | 0.00% | – |
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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% |