ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $371,768 | +10.3% | 3,815 | +2.4% | 0.11% | 0.0% |
| Q1 2023 | $337,048 | -71.7% | 3,726 | -73.4% | 0.11% | -73.7% |
| Q4 2022 | $1,189,021 | -10.0% | 14,030 | -15.6% | 0.43% | -16.6% |
| Q3 2022 | $1,321,000 | -5.0% | 16,630 | +0.3% | 0.51% | -1.7% |
| Q2 2022 | $1,391,000 | -15.9% | 16,582 | +1.6% | 0.52% | -3.5% |
| Q1 2022 | $1,654,000 | +8.9% | 16,316 | +15.9% | 0.54% | +9.1% |
| Q4 2021 | $1,519,000 | -27.1% | 14,081 | -33.5% | 0.49% | -19.7% |
| Q3 2021 | $2,083,000 | +7.3% | 21,160 | +7.3% | 0.62% | +7.0% |
| Q2 2021 | $1,942,000 | +9.5% | 19,724 | +1.0% | 0.58% | -5.1% |
| Q1 2021 | $1,774,000 | -8.8% | 19,524 | -13.7% | 0.61% | -13.1% |
| Q4 2020 | $1,945,000 | +75.5% | 22,611 | +55.5% | 0.70% | +53.2% |
| Q3 2020 | $1,108,000 | +213.9% | 14,543 | +188.0% | 0.46% | +135.8% |
| Q2 2020 | $353,000 | – | 5,050 | – | 0.19% | – |
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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% |