ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,572 | -61.7% | 4,553 | -60.2% | 0.55% | -57.8% |
| Q2 2023 | $1,116,112 | +4.4% | 11,452 | -3.2% | 1.29% | -3.5% |
| Q1 2023 | $1,069,571 | -63.4% | 11,825 | -65.6% | 1.34% | -59.1% |
| Q4 2022 | $2,923,480 | +3.3% | 34,414 | -3.4% | 3.28% | -2.4% |
| Q3 2022 | $2,830,000 | -9.5% | 35,642 | -4.4% | 3.36% | +5.7% |
| Q2 2022 | $3,128,000 | -9.9% | 37,287 | +8.8% | 3.18% | +8.5% |
| Q1 2022 | $3,473,000 | -7.0% | 34,270 | -0.9% | 2.93% | -5.6% |
| Q4 2021 | $3,733,000 | +48.3% | 34,595 | +18.2% | 3.10% | -2.3% |
| Q4 2020 | $2,517,000 | +29.6% | 29,271 | +14.9% | 3.17% | +12.8% |
| Q3 2020 | $1,942,000 | -16.1% | 25,478 | -22.9% | 2.82% | +1.8% |
| Q2 2020 | $2,314,000 | +10.6% | 33,058 | -9.2% | 2.76% | -8.7% |
| Q1 2020 | $2,092,000 | – | 36,393 | – | 3.03% | – |
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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% |