ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $773,359 | -5.6% | 8,235 | -2.0% | 0.07% | 0.0% |
| Q2 2023 | $818,962 | -37.1% | 8,403 | -41.6% | 0.07% | -43.0% |
| Q1 2023 | $1,301,738 | -16.9% | 14,392 | -27.1% | 0.13% | -26.4% |
| Q3 2022 | $1,567,000 | -5.7% | 19,730 | -0.3% | 0.17% | -5.4% |
| Q2 2022 | $1,661,000 | -23.6% | 19,797 | -7.6% | 0.18% | -12.8% |
| Q1 2022 | $2,173,000 | -12.7% | 21,436 | -6.9% | 0.21% | -11.0% |
| Q4 2021 | $2,489,000 | +18.2% | 23,035 | +7.7% | 0.24% | +5.8% |
| Q3 2021 | $2,106,000 | +6.7% | 21,385 | +6.7% | 0.22% | +7.7% |
| Q2 2021 | $1,974,000 | +2.5% | 20,046 | -5.4% | 0.21% | -8.8% |
| Q1 2021 | $1,926,000 | -54.5% | 21,199 | -56.9% | 0.23% | -57.1% |
| Q4 2020 | $4,229,000 | +35.2% | 49,160 | +19.8% | 0.53% | +14.4% |
| Q3 2020 | $3,127,000 | -20.3% | 41,034 | -26.8% | 0.46% | -26.9% |
| Q2 2020 | $3,924,000 | +134.1% | 56,066 | +92.4% | 0.64% | +96.6% |
| Q1 2020 | $1,676,000 | +616.2% | 29,146 | +109.6% | 0.32% | +10666.7% |
| Q2 2018 | $234,000 | – | 13,905 | – | 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% |