ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,010 | -51.9% | 10,760 | -56.6% | 0.01% | -66.7% |
| Q4 2022 | $2,099 | -99.4% | 24,772 | +467.1% | 0.03% | +650.0% |
| Q3 2022 | $346,000 | -92.8% | 4,368 | -92.4% | 0.00% | -92.5% |
| Q2 2022 | $4,828,000 | +875.4% | 57,547 | +1076.1% | 0.05% | +1225.0% |
| Q1 2022 | $495,000 | -58.3% | 4,893 | -55.6% | 0.00% | -42.9% |
| Q4 2021 | $1,187,000 | -51.1% | 11,009 | -55.4% | 0.01% | -53.3% |
| Q3 2021 | $2,428,000 | -49.5% | 24,661 | -49.5% | 0.02% | -65.9% |
| Q2 2021 | $4,812,000 | +198.9% | 48,872 | +161.0% | 0.04% | +37.5% |
| Q4 2020 | $1,610,000 | -2.7% | 18,723 | -13.8% | 0.03% | -33.3% |
| Q3 2020 | $1,654,000 | – | 21,710 | – | 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% |