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 | $223,694 | -12.8% | 2,382 | -9.5% | 0.01% | 0.0% |
| Q2 2023 | $256,417 | +5.6% | 2,631 | -2.0% | 0.01% | -14.3% |
| Q1 2023 | $242,860 | -47.7% | 2,685 | -51.0% | 0.01% | -50.0% |
| Q4 2022 | $464,684 | +13.1% | 5,483 | +6.0% | 0.01% | +40.0% |
| Q3 2022 | $411,000 | +2.0% | 5,171 | +7.6% | 0.01% | 0.0% |
| Q2 2022 | $403,000 | -27.6% | 4,804 | -12.6% | 0.01% | -28.6% |
| Q1 2022 | $557,000 | -14.4% | 5,498 | -8.8% | 0.01% | -30.0% |
| Q4 2021 | $651,000 | +39.4% | 6,029 | +27.1% | 0.02% | +66.7% |
| Q3 2021 | $467,000 | -8.6% | 4,744 | -8.6% | 0.01% | -20.0% |
| Q2 2021 | $511,000 | +13.3% | 5,189 | +4.5% | 0.02% | -6.2% |
| Q1 2021 | $451,000 | +74.1% | 4,964 | +64.3% | 0.02% | +33.3% |
| Q4 2020 | $259,000 | +21.0% | 3,022 | +7.1% | 0.01% | +9.1% |
| Q3 2020 | $214,000 | – | 2,821 | – | 0.01% | – |
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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% |