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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,338,785 | -23.7% | 34,258 | -29.2% | 0.98% | -27.0% |
| Q1 2023 | $4,378,323 | -10.6% | 48,406 | -16.2% | 1.34% | -12.1% |
| Q4 2022 | $4,895,414 | -73.1% | 57,763 | -74.8% | 1.52% | -75.9% |
| Q3 2022 | $18,175,000 | -3.9% | 228,879 | +1.5% | 6.31% | +0.2% |
| Q2 2022 | $18,915,000 | -15.4% | 225,451 | +2.2% | 6.30% | +0.4% |
| Q1 2022 | $22,367,000 | +2.7% | 220,686 | +9.3% | 6.28% | +3.7% |
| Q4 2021 | $21,781,000 | +22.3% | 201,860 | +11.6% | 6.05% | +15.3% |
| Q3 2021 | $17,805,000 | +2.4% | 180,838 | +2.4% | 5.25% | +2.6% |
| Q2 2021 | $17,391,000 | +9.4% | 176,613 | +0.9% | 5.12% | +2.8% |
| Q1 2021 | $15,902,000 | +0.2% | 175,002 | -5.1% | 4.98% | -5.6% |
| Q4 2020 | $15,867,000 | +16.8% | 184,433 | +6.4% | 5.27% | +6.1% |
| Q3 2020 | $13,585,000 | +75.2% | 173,302 | +60.8% | 4.97% | +61.6% |
| Q2 2020 | $7,755,000 | +1682.8% | 107,773 | +1294.4% | 3.08% | +1422.3% |
| Q1 2020 | $435,000 | – | 7,729 | – | 0.20% | – |
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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% |