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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $445,886 | -0.7% | 4,748 | +3.0% | 0.05% | +1.9% |
| Q2 2023 | $449,097 | +5.1% | 4,608 | -2.4% | 0.05% | 0.0% |
| Q1 2023 | $427,105 | +6.7% | 4,722 | 0.0% | 0.05% | +4.0% |
| Q4 2022 | $400,190 | +1.8% | 4,722 | -4.7% | 0.05% | -9.1% |
| Q3 2022 | $393,000 | -6.9% | 4,953 | -1.4% | 0.06% | -42.1% |
| Q2 2022 | $422,000 | -12.1% | 5,025 | +6.1% | 0.10% | +66.7% |
| Q1 2022 | $480,000 | +8.4% | 4,736 | +15.4% | 0.06% | +7.5% |
| Q4 2021 | $443,000 | +15.1% | 4,103 | +5.0% | 0.05% | +3.9% |
| Q3 2021 | $385,000 | +2.4% | 3,907 | +2.4% | 0.05% | -38.6% |
| Q2 2021 | $376,000 | +8.4% | 3,814 | 0.0% | 0.08% | -2.4% |
| Q1 2021 | $347,000 | -21.3% | 3,814 | -25.7% | 0.08% | -25.4% |
| Q4 2020 | $441,000 | +12.8% | 5,130 | 0.0% | 0.11% | -6.6% |
| Q3 2020 | $391,000 | +7.7% | 5,130 | -1.2% | 0.12% | -3.2% |
| Q2 2020 | $363,000 | – | 5,192 | – | 0.13% | – |
Download | ||||||
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% |