ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $540,076 | -10.9% | 5,751 | -5.0% | 0.11% | -6.1% |
| Q2 2023 | $606,297 | +1.0% | 6,054 | -9.4% | 0.12% | -8.0% |
| Q1 2023 | $600,157 | -4.6% | 6,685 | -9.9% | 0.12% | -13.8% |
| Q4 2022 | $629,141 | -85.2% | 7,423 | -86.2% | 0.14% | -86.8% |
| Q3 2022 | $4,264,000 | -3.9% | 53,701 | +1.5% | 1.10% | -1.3% |
| Q2 2022 | $4,439,000 | -15.8% | 52,907 | +1.6% | 1.12% | -4.9% |
| Q1 2022 | $5,270,000 | -2.5% | 52,083 | +4.0% | 1.17% | -5.0% |
| Q4 2021 | $5,406,000 | +7.0% | 50,099 | -2.3% | 1.24% | +3.8% |
| Q3 2021 | $5,051,000 | +3.4% | 51,297 | +3.4% | 1.19% | -2.8% |
| Q2 2021 | $4,887,000 | +44.8% | 49,634 | +40.5% | 1.22% | +36.6% |
| Q1 2021 | $3,376,000 | +0.1% | 35,337 | -7.9% | 0.90% | +15.7% |
| Q4 2020 | $3,372,000 | +169.1% | 38,379 | +133.4% | 0.78% | +130.7% |
| Q3 2020 | $1,253,000 | +2.7% | 16,445 | -5.6% | 0.34% | -7.4% |
| Q2 2020 | $1,220,000 | +304.0% | 17,429 | +232.2% | 0.36% | +207.6% |
| Q1 2020 | $302,000 | – | 5,246 | – | 0.12% | – |
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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% |