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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $333,576 | -6.0% | 3,936 | -11.9% | 0.17% | -13.4% |
| Q3 2022 | $355,000 | -1.1% | 4,469 | +4.6% | 0.19% | +7.2% |
| Q2 2022 | $359,000 | -24.1% | 4,274 | -8.5% | 0.18% | -9.5% |
| Q1 2022 | $473,000 | +11.3% | 4,671 | +18.7% | 0.20% | +15.6% |
| Q4 2021 | $425,000 | +2.4% | 3,936 | -6.6% | 0.17% | -5.5% |
| Q3 2021 | $415,000 | +26.1% | 4,215 | +26.0% | 0.18% | +26.2% |
| Q2 2021 | $329,000 | -74.1% | 3,346 | -76.1% | 0.14% | -73.4% |
| Q1 2021 | $1,272,000 | +4.1% | 14,000 | -1.4% | 0.55% | -0.9% |
| Q4 2020 | $1,222,000 | -44.5% | 14,205 | -50.8% | 0.55% | -44.8% |
| Q3 2020 | $2,202,000 | +8.8% | 28,893 | -0.0% | 1.00% | -1.1% |
| Q2 2020 | $2,023,000 | +273.9% | 28,901 | +207.3% | 1.01% | +208.6% |
| Q1 2020 | $541,000 | +0.2% | 9,406 | +26.9% | 0.33% | +48.6% |
| Q4 2019 | $540,000 | – | 7,414 | – | 0.22% | – |
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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% |