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 | $745,767 | +116.4% | 7,941 | +124.6% | 0.05% | +121.7% |
| Q2 2023 | $344,551 | -61.7% | 3,535 | -64.4% | 0.02% | -67.6% |
| Q1 2023 | $898,835 | +8.7% | 9,937 | +1.9% | 0.07% | -2.7% |
| Q4 2022 | $826,746 | +313.4% | 9,755 | +308.8% | 0.07% | +284.2% |
| Q2 2022 | $200,000 | -35.9% | 2,386 | -22.7% | 0.02% | -24.0% |
| Q1 2022 | $312,000 | -66.7% | 3,085 | -64.5% | 0.02% | -66.7% |
| Q4 2021 | $938,000 | +2187.8% | 8,700 | +21119.5% | 0.08% | +1400.0% |
| Q3 2021 | $41,000 | -91.0% | 41 | -99.1% | 0.01% | -89.4% |
| Q2 2021 | $456,000 | +64.0% | 4,635 | +51.0% | 0.05% | +42.4% |
| Q1 2021 | $278,000 | +26.4% | 3,069 | +20.0% | 0.03% | +10.0% |
| Q4 2020 | $220,000 | – | 2,558 | – | 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% |