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 | $891 | -32.9% | 9,491 | -30.4% | 0.05% | -32.4% |
| Q2 2023 | $1,328 | +12.6% | 13,629 | +4.6% | 0.07% | +10.4% |
| Q1 2023 | $1,179 | -55.9% | 13,035 | -58.7% | 0.07% | -58.9% |
| Q4 2022 | $2,672 | -99.9% | 31,528 | -2.2% | 0.16% | -7.4% |
| Q3 2022 | $2,561,000 | +45.8% | 32,253 | +54.0% | 0.18% | +44.3% |
| Q2 2022 | $1,757,000 | +1657.0% | 20,945 | +2022.1% | 0.12% | +1933.3% |
| Q1 2022 | $100,000 | -5.7% | 987 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $106,000 | +26.2% | 987 | +15.7% | 0.01% | 0.0% |
| Q3 2021 | $84,000 | 0.0% | 853 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $84,000 | +33.3% | 853 | +23.1% | 0.01% | +50.0% |
| Q1 2021 | $63,000 | +21.2% | 693 | +15.5% | 0.00% | -20.0% |
| Q4 2020 | $52,000 | +642.9% | 600 | +589.7% | 0.01% | +400.0% |
| Q3 2020 | $7,000 | – | 87 | – | 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% |