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 | $1,053,036 | -1.4% | 11,434 | +6.1% | 0.06% | +1.8% |
| Q2 2023 | $1,068,480 | +15.8% | 10,780 | +6.1% | 0.06% | +3.7% |
| Q1 2023 | $923,078 | +11.8% | 10,160 | +13.3% | 0.05% | +5.9% |
| Q4 2022 | $825,750 | +23.8% | 8,966 | +13.2% | 0.05% | +6.2% |
| Q3 2022 | $667,000 | -7.1% | 7,922 | +1.4% | 0.05% | -7.7% |
| Q2 2022 | $718,000 | +5.4% | 7,812 | +0.1% | 0.05% | 0.0% |
| Q1 2022 | $681,000 | -8.7% | 7,808 | +3.3% | 0.05% | -1.9% |
| Q4 2021 | $746,000 | -1.5% | 7,555 | +6.0% | 0.05% | 0.0% |
| Q3 2021 | $757,000 | -4.7% | 7,126 | -9.0% | 0.05% | +76.7% |
| Q2 2021 | $794,000 | +124.3% | 7,834 | +112.4% | 0.03% | +3.4% |
| Q1 2021 | $354,000 | – | 3,688 | – | 0.03% | – |
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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% |