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 | $2,822,919 | -3.4% | 30,060 | +0.2% | 0.48% | -0.4% |
| Q2 2023 | $2,923,027 | +56.2% | 29,992 | +45.0% | 0.48% | +45.6% |
| Q1 2023 | $1,871,161 | +19.7% | 20,687 | +12.2% | 0.33% | +11.8% |
| Q4 2022 | $1,563,017 | +103.8% | 18,443 | +90.9% | 0.30% | +83.9% |
| Q3 2022 | $767,000 | +59.8% | 9,659 | +68.8% | 0.16% | +71.3% |
| Q2 2022 | $480,000 | -18.5% | 5,721 | -1.5% | 0.09% | -6.0% |
| Q1 2022 | $589,000 | +82.4% | 5,808 | +93.8% | 0.10% | +75.4% |
| Q4 2021 | $323,000 | – | 2,997 | – | 0.06% | – |
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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% |