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 | $6,186,492 | -2.9% | 65,877 | +0.7% | 0.46% | -0.9% |
| Q2 2023 | $6,373,249 | +14.3% | 65,393 | +6.0% | 0.46% | +23.0% |
| Q1 2023 | $5,577,984 | +36.9% | 61,669 | +28.3% | 0.38% | +29.9% |
| Q4 2022 | $4,075,118 | +14.0% | 48,084 | +6.8% | 0.29% | +5.4% |
| Q3 2022 | $3,575,000 | -7.2% | 45,020 | -1.9% | 0.28% | -3.5% |
| Q2 2022 | $3,852,000 | -36.1% | 45,907 | -22.8% | 0.29% | -28.1% |
| Q1 2022 | $6,030,000 | +3.1% | 59,501 | +9.7% | 0.40% | +7.0% |
| Q4 2021 | $5,851,000 | +7.2% | 54,227 | -2.2% | 0.37% | -1.8% |
| Q3 2021 | $5,458,000 | +5.1% | 55,430 | +5.1% | 0.38% | +11.1% |
| Q2 2021 | $5,194,000 | +34.6% | 52,745 | +24.2% | 0.34% | +23.1% |
| Q1 2021 | $3,858,000 | +17.8% | 42,458 | +11.5% | 0.28% | +11.7% |
| Q4 2020 | $3,276,000 | +26.0% | 38,076 | +11.6% | 0.25% | -0.8% |
| Q3 2020 | $2,600,000 | +113.3% | 34,116 | +95.8% | 0.25% | +39.7% |
| Q2 2020 | $1,219,000 | +77.7% | 17,423 | +46.0% | 0.18% | +49.2% |
| Q1 2020 | $686,000 | -68.9% | 11,933 | -61.5% | 0.12% | -78.9% |
| Q4 2019 | $2,208,000 | +65.5% | 30,955 | +51.7% | 0.57% | +61.0% |
| Q3 2019 | $1,334,000 | +91.9% | 20,408 | +89.6% | 0.35% | +87.3% |
| Q2 2019 | $695,000 | +3.4% | 10,763 | -0.5% | 0.19% | -92.0% |
| Q1 2019 | $672,000 | – | 10,816 | – | 2.37% | – |
Download | ||||||
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% |