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 | $9,298,741 | -2.0% | 99,018 | +1.7% | 0.50% | -2.7% |
| Q2 2023 | $9,492,076 | +8.0% | 97,395 | +0.2% | 0.51% | +3.6% |
| Q1 2023 | $8,788,348 | +9.7% | 97,163 | +2.8% | 0.49% | +4.7% |
| Q4 2022 | $8,009,967 | +32.8% | 94,513 | +24.5% | 0.47% | +17.4% |
| Q3 2022 | $6,030,000 | +5.2% | 75,937 | +11.1% | 0.40% | +11.4% |
| Q2 2022 | $5,733,000 | -23.0% | 68,328 | -7.0% | 0.36% | -25.4% |
| Q1 2022 | $7,446,000 | +5.5% | 73,465 | +12.3% | 0.48% | +8.3% |
| Q4 2021 | $7,058,000 | +25.3% | 65,413 | +14.4% | 0.45% | +14.9% |
| Q3 2021 | $5,631,000 | +3.0% | 57,189 | +3.0% | 0.39% | -9.3% |
| Q2 2021 | $5,466,000 | +11.7% | 55,510 | +3.0% | 0.43% | -60.2% |
| Q1 2021 | $4,895,000 | – | 53,870 | – | 1.08% | – |
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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% |