ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,706,439 | +220.7% | 18,171 | +232.9% | 0.04% | +207.1% |
| Q2 2023 | $532,034 | +45.8% | 5,459 | +35.3% | 0.01% | +40.0% |
| Q1 2023 | $364,966 | +71.3% | 4,035 | +50.5% | 0.01% | +42.9% |
| Q3 2022 | $213,000 | -11.6% | 2,681 | -6.7% | 0.01% | -36.4% |
| Q2 2022 | $241,000 | -1.6% | 2,875 | +18.9% | 0.01% | -8.3% |
| Q1 2022 | $245,000 | -54.5% | 2,417 | -55.8% | 0.01% | -72.1% |
| Q3 2021 | $538,000 | +92.8% | 5,467 | +68.6% | 0.04% | +43.3% |
| Q4 2020 | $279,000 | – | 3,242 | – | 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% |