ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,501,449 | -4.3% | 37,285 | -0.7% | 0.28% | +1.5% |
| Q2 2023 | $3,660,645 | +19.2% | 37,560 | +10.6% | 0.28% | +14.6% |
| Q1 2023 | $3,070,668 | +13.1% | 33,949 | +5.9% | 0.24% | +4.3% |
| Q4 2022 | $2,715,982 | +1.2% | 32,047 | -5.2% | 0.23% | -8.0% |
| Q3 2022 | $2,684,000 | -2.9% | 33,797 | +2.6% | 0.25% | +2.0% |
| Q2 2022 | $2,763,000 | -10.6% | 32,928 | +8.0% | 0.24% | +1.2% |
| Q1 2022 | $3,091,000 | +6.0% | 30,497 | +12.9% | 0.24% | +11.5% |
| Q4 2021 | $2,915,000 | +131.0% | 27,013 | +110.8% | 0.22% | +110.7% |
| Q3 2021 | $1,262,000 | +44.4% | 12,812 | +44.3% | 0.10% | +43.1% |
| Q2 2021 | $874,000 | +24.9% | 8,878 | +15.3% | 0.07% | +20.0% |
| Q1 2021 | $700,000 | -58.8% | 7,702 | -61.0% | 0.06% | -73.1% |
| Q4 2020 | $1,701,000 | – | 19,771 | – | 0.22% | – |
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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% |