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 | $3,833,422 | +1.1% | 40,820 | +4.9% | 2.68% | -3.7% |
| Q2 2023 | $3,790,729 | +9.5% | 38,895 | +1.6% | 2.78% | +5.8% |
| Q1 2023 | $3,462,984 | -0.9% | 38,286 | -7.1% | 2.63% | -5.2% |
| Q4 2022 | $3,493,000 | +11.7% | 41,213 | +4.7% | 2.78% | -0.1% |
| Q3 2022 | $3,126,000 | -15.6% | 39,364 | -10.8% | 2.78% | -8.7% |
| Q2 2022 | $3,704,000 | +16.4% | 44,144 | +40.6% | 3.04% | +30.0% |
| Q1 2022 | $3,182,000 | +14.8% | 31,398 | +22.2% | 2.34% | +21.8% |
| Q4 2021 | $2,771,000 | +55.6% | 25,684 | +42.0% | 1.92% | +48.0% |
| Q3 2021 | $1,781,000 | +26.0% | 18,092 | +26.0% | 1.30% | +22.9% |
| Q2 2021 | $1,414,000 | +98.9% | 14,363 | +83.4% | 1.06% | +78.2% |
| Q1 2021 | $711,000 | +32.9% | 7,830 | +25.9% | 0.59% | +29.2% |
| Q4 2020 | $535,000 | -12.2% | 6,218 | -22.2% | 0.46% | -25.1% |
| Q3 2020 | $609,000 | +62.8% | 7,996 | +49.7% | 0.61% | +40.3% |
| Q2 2020 | $374,000 | +28.1% | 5,342 | +5.1% | 0.44% | +11.8% |
| Q1 2020 | $292,000 | – | 5,085 | – | 0.39% | – |
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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% |