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 | $360,545 | -3.3% | 3,825 | 0.0% | 0.05% | -2.0% |
| Q2 2023 | $372,785 | +7.8% | 3,825 | 0.0% | 0.05% | -7.4% |
| Q1 2023 | $345,971 | +6.7% | 3,825 | 0.0% | 0.05% | +8.0% |
| Q4 2022 | $324,169 | -13.1% | 3,825 | -18.6% | 0.05% | -19.4% |
| Q3 2022 | $373,000 | -23.3% | 4,701 | -18.8% | 0.06% | -16.2% |
| Q2 2022 | $486,000 | -17.2% | 5,792 | 0.0% | 0.07% | -9.8% |
| Q1 2022 | $587,000 | -6.1% | 5,792 | 0.0% | 0.08% | -7.9% |
| Q4 2021 | $625,000 | +9.6% | 5,792 | 0.0% | 0.09% | -1.1% |
| Q3 2021 | $570,000 | 0.0% | 5,792 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $570,000 | +3.8% | 5,792 | -4.2% | 0.09% | -3.2% |
| Q1 2021 | $549,000 | +13.9% | 6,045 | +8.0% | 0.09% | +4.4% |
| Q4 2020 | $482,000 | – | 5,599 | – | 0.09% | – |
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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% |