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 | $786,121 | -20.9% | 8,066 | -26.6% | 0.05% | -25.0% |
| Q1 2023 | $994,113 | -11.6% | 10,991 | -17.2% | 0.06% | -19.0% |
| Q4 2022 | $1,125,107 | +64118.4% | 13,276 | -39.8% | 0.08% | -42.3% |
| Q3 2022 | $1,752 | +102.8% | 22,061 | +114.2% | 0.14% | +101.5% |
| Q2 2022 | $864 | +0.5% | 10,300 | +21.3% | 0.07% | +17.2% |
| Q1 2022 | $860 | +78.8% | 8,488 | +90.6% | 0.06% | +56.8% |
| Q4 2021 | $481 | -28.8% | 4,453 | -35.1% | 0.04% | -43.9% |
| Q3 2021 | $676 | +0.4% | 6,861 | +0.5% | 0.07% | -17.5% |
| Q2 2021 | $673 | +18.1% | 6,830 | +8.9% | 0.08% | -10.1% |
| Q1 2021 | $570 | +42.5% | 6,270 | +34.9% | 0.09% | +11.2% |
| Q4 2020 | $400 | – | 4,647 | – | 0.08% | – |
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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% |