ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,999,728 | -14.3% | 21,294 | -11.0% | 0.10% | -14.2% |
| Q2 2023 | $2,332,833 | +795.2% | 23,936 | +730.8% | 0.12% | +605.9% |
| Q1 2023 | $260,586 | +13.0% | 2,881 | +5.8% | 0.02% | +6.2% |
| Q4 2022 | $230,690 | -17.9% | 2,722 | -18.7% | 0.02% | -23.8% |
| Q2 2022 | $281,000 | -59.3% | 3,348 | -50.8% | 0.02% | -53.3% |
| Q1 2022 | $690,000 | -15.0% | 6,811 | -9.5% | 0.04% | -4.3% |
| Q4 2021 | $812,000 | -79.1% | 7,525 | -80.9% | 0.05% | -82.5% |
| Q3 2021 | $3,881,000 | +2387.8% | 39,420 | +1864.1% | 0.27% | +688.2% |
| Q3 2020 | $156,000 | -98.4% | 2,007 | +1178.3% | 0.03% | +1033.3% |
| Q1 2020 | $9,817,000 | – | 157 | – | 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% |