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 | $1,515 | -11.4% | 16,134 | -8.0% | 0.13% | -9.2% |
| Q2 2023 | $1,710 | -5.5% | 17,546 | -12.3% | 0.14% | -28.6% |
| Q1 2023 | $1,810 | +1.3% | 20,006 | -5.1% | 0.20% | -7.0% |
| Q4 2022 | $1,786 | -99.4% | 21,071 | +502.7% | 0.21% | +494.4% |
| Q3 2022 | $278,000 | -60.1% | 3,496 | -57.8% | 0.04% | -57.6% |
| Q2 2022 | $696,000 | +99.4% | 8,291 | +140.6% | 0.08% | +136.1% |
| Q1 2022 | $349,000 | -6.2% | 3,446 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $372,000 | +36.8% | 3,446 | +24.8% | 0.04% | +28.6% |
| Q3 2021 | $272,000 | 0.0% | 2,761 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $272,000 | +3.0% | 2,761 | -4.8% | 0.03% | -9.7% |
| Q1 2021 | $264,000 | +6.0% | 2,900 | 0.0% | 0.03% | +3.3% |
| Q4 2020 | $249,000 | – | 2,900 | – | 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% |