ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,484,225 | -9.7% | 47,581 | -6.6% | 0.79% | -8.5% |
| Q2 2023 | $4,964,475 | +9.4% | 50,939 | +1.6% | 0.86% | -0.2% |
| Q1 2023 | $4,536,451 | -16.6% | 50,154 | -21.8% | 0.86% | -27.9% |
| Q4 2022 | $5,437,533 | +35.4% | 64,160 | +26.9% | 1.20% | +35.0% |
| Q3 2022 | $4,015,000 | -18.6% | 50,559 | -14.0% | 0.88% | -14.3% |
| Q2 2022 | $4,931,000 | -25.4% | 58,769 | -9.8% | 1.03% | -0.3% |
| Q1 2022 | $6,607,000 | +30.1% | 65,190 | +38.5% | 1.04% | +35.8% |
| Q4 2021 | $5,077,000 | +25.7% | 47,053 | +14.7% | 0.76% | +17.6% |
| Q3 2021 | $4,038,000 | -19.3% | 41,012 | -19.2% | 0.65% | -16.1% |
| Q2 2021 | $5,001,000 | +86.1% | 50,783 | +62.5% | 0.77% | +49.4% |
| Q4 2020 | $2,687,000 | -22.4% | 31,245 | -31.2% | 0.52% | +229.9% |
| Q3 2020 | $3,462,000 | +133.3% | 45,434 | +114.2% | 0.16% | -59.1% |
| Q2 2020 | $1,484,000 | – | 21,214 | – | 0.38% | – |
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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% |