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 | $1,365,034 | -5.2% | 14,535 | -1.6% | 0.04% | -2.2% |
| Q2 2023 | $1,439,854 | +8.2% | 14,773 | +0.4% | 0.05% | +2.2% |
| Q1 2023 | $1,330,619 | +1.8% | 14,711 | -4.6% | 0.04% | -21.1% |
| Q4 2022 | $1,307,270 | +20.4% | 15,425 | +12.8% | 0.06% | +14.0% |
| Q3 2022 | $1,086,000 | +9.9% | 13,677 | +16.2% | 0.05% | +11.1% |
| Q2 2022 | $988,000 | +7.4% | 11,772 | +31.7% | 0.04% | +21.6% |
| Q1 2022 | $920,000 | -6.4% | 8,938 | -1.8% | 0.04% | +2.8% |
| Q4 2021 | $983,000 | +35.8% | 9,106 | +23.8% | 0.04% | +24.1% |
| Q3 2021 | $724,000 | -7.4% | 7,358 | -7.3% | 0.03% | -12.1% |
| Q2 2021 | $782,000 | +10.0% | 7,937 | +1.4% | 0.03% | -2.9% |
| Q1 2021 | $711,000 | +0.4% | 7,827 | -4.9% | 0.03% | -10.5% |
| Q4 2020 | $708,000 | +6.6% | 8,234 | -5.4% | 0.04% | -7.3% |
| Q3 2020 | $664,000 | +1.4% | 8,707 | -7.0% | 0.04% | -4.7% |
| Q2 2020 | $655,000 | +14.7% | 9,366 | -5.7% | 0.04% | -6.5% |
| Q1 2020 | $571,000 | -41.0% | 9,933 | -26.8% | 0.05% | -37.0% |
| Q4 2019 | $967,000 | +24075.0% | 13,566 | +22139.3% | 0.07% | – |
| Q3 2019 | $4,000 | – | 61 | – | 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% |