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 | $6,500,313 | -20.1% | 68,928 | -17.4% | 0.98% | -20.1% |
| Q2 2023 | $8,134,625 | -4.0% | 83,466 | -10.9% | 1.23% | -10.2% |
| Q1 2023 | $8,474,618 | -39.7% | 93,694 | -43.5% | 1.37% | -49.3% |
| Q4 2022 | $14,065,705 | -7.0% | 165,967 | -12.8% | 2.69% | -10.2% |
| Q3 2022 | $15,121,000 | -1.8% | 190,413 | +3.8% | 3.00% | -1.7% |
| Q2 2022 | $15,394,000 | -16.8% | 183,485 | +0.5% | 3.05% | +2.9% |
| Q1 2022 | $18,510,000 | -1.4% | 182,631 | +5.0% | 2.96% | -5.1% |
| Q4 2021 | $18,766,000 | +14.6% | 173,919 | +4.6% | 3.12% | -28.7% |
| Q3 2021 | $16,375,000 | -30.2% | 166,311 | -30.2% | 4.38% | +19.3% |
| Q2 2021 | $23,466,000 | +9.9% | 238,310 | +1.4% | 3.68% | -4.2% |
| Q1 2021 | $21,361,000 | +19.8% | 235,073 | +13.4% | 3.84% | +16.7% |
| Q4 2020 | $17,831,000 | +153.4% | 207,276 | +124.5% | 3.29% | +33.5% |
| Q3 2020 | $7,036,000 | +23.9% | 92,329 | +13.8% | 2.46% | -5.7% |
| Q2 2020 | $5,680,000 | +140.9% | 81,155 | +97.8% | 2.61% | +81.2% |
| Q1 2020 | $2,358,000 | – | 41,019 | – | 1.44% | – |
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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% |