ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,817,841 | -58.6% | 19,357 | -57.1% | 0.16% | -51.3% |
| Q2 2023 | $4,396,194 | -27.7% | 45,108 | -32.9% | 0.34% | -34.2% |
| Q1 2023 | $6,079,252 | -10.5% | 67,211 | -16.1% | 0.51% | -23.5% |
| Q4 2022 | $6,789,135 | +6.5% | 80,108 | -0.2% | 0.66% | -8.8% |
| Q3 2022 | $6,375,000 | +0.7% | 80,284 | +6.4% | 0.73% | +1.8% |
| Q2 2022 | $6,332,000 | -8.4% | 75,468 | +10.7% | 0.72% | +3.8% |
| Q1 2022 | $6,912,000 | +6.1% | 68,198 | +13.0% | 0.69% | +7.6% |
| Q4 2021 | $6,514,000 | +10.5% | 60,371 | +0.9% | 0.64% | -1.7% |
| Q3 2021 | $5,894,000 | +18.6% | 59,857 | +18.6% | 0.65% | +14.8% |
| Q2 2021 | $4,969,000 | +81.7% | 50,464 | +67.7% | 0.57% | +61.8% |
| Q1 2021 | $2,735,000 | +46.1% | 30,096 | +38.3% | 0.35% | +10.7% |
| Q4 2020 | $1,872,000 | +191.1% | 21,761 | +162.9% | 0.32% | +157.7% |
| Q3 2020 | $643,000 | – | 8,277 | – | 0.12% | – |
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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% |