IEQ CAPITAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$203,127
-3.6%
2,1630.0%0.00%0.0%
Q2 2023$210,806
-43.1%
2,163
-47.2%
0.00%
-55.6%
Q1 2023$370,754
-69.7%
4,099
-73.4%
0.01%
-73.5%
Q3 2022$1,224,000
+338.7%
15,412
+459.2%
0.03%
+385.7%
Q1 2022$279,000
-6.1%
2,7560.0%0.01%0.0%
Q4 2021$297,000
+9.6%
2,7560.0%0.01%0.0%
Q3 2021$271,0000.0%2,7560.0%0.01%
-12.5%
Q2 2021$271,000
+8.4%
2,7560.0%0.01%
-20.0%
Q1 2021$250,0002,7560.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders