ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,233,440 | +1.2% | 14,554 | -5.3% | 1.40% | -3.5% |
| Q3 2022 | $1,219,000 | -4.1% | 15,362 | +1.4% | 1.45% | +3.2% |
| Q2 2022 | $1,271,000 | -14.4% | 15,152 | +3.5% | 1.41% | -4.5% |
| Q1 2022 | $1,484,000 | +0.3% | 14,646 | +6.8% | 1.47% | -2.6% |
| Q4 2021 | $1,479,000 | +10.3% | 13,709 | +1.2% | 1.51% | -4.5% |
| Q3 2021 | $1,341,000 | +11.8% | 13,546 | +11.1% | 1.58% | +6.7% |
| Q2 2021 | $1,200,000 | +1.1% | 12,189 | -6.7% | 1.48% | -1.7% |
| Q1 2021 | $1,187,000 | -47.8% | 13,066 | -50.6% | 1.51% | -5.3% |
| Q4 2020 | $2,274,000 | +63.6% | 26,430 | +45.0% | 1.59% | +52.1% |
| Q3 2020 | $1,390,000 | +14.6% | 18,232 | +5.2% | 1.05% | +4.6% |
| Q2 2020 | $1,213,000 | +133.7% | 17,326 | +91.8% | 1.00% | +96.1% |
| Q1 2020 | $519,000 | – | 9,033 | – | 0.51% | – |
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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% |