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 | $245,227 | -15.3% | 2,611 | -12.1% | 0.11% | -26.0% |
| Q2 2023 | $289,680 | -17.7% | 2,972 | -14.4% | 0.15% | -27.9% |
| Q1 2023 | $351,869 | +16.7% | 3,472 | -2.4% | 0.21% | +2.0% |
| Q4 2022 | $301,609 | +7.0% | 3,559 | +0.2% | 0.20% | +17.2% |
| Q3 2022 | $282,000 | -10.2% | 3,552 | -5.0% | 0.17% | -0.6% |
| Q2 2022 | $314,000 | -10.8% | 3,737 | +7.6% | 0.18% | +15.1% |
| Q1 2022 | $352,000 | +10.7% | 3,472 | +18.0% | 0.15% | +10.9% |
| Q4 2021 | $318,000 | +11.2% | 2,943 | +1.2% | 0.14% | -16.5% |
| Q3 2021 | $286,000 | -0.7% | 2,908 | -0.5% | 0.16% | +3.1% |
| Q2 2021 | $288,000 | +70.4% | 2,922 | +57.4% | 0.16% | +51.4% |
| Q1 2021 | $169,000 | +445.2% | 1,857 | +418.7% | 0.10% | +337.5% |
| Q4 2020 | $31,000 | -24.4% | 358 | -35.3% | 0.02% | -36.8% |
| Q3 2020 | $41,000 | – | 553 | – | 0.04% | – |
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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% |