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 | $436,218 | -30.3% | 4,645 | -27.6% | 0.24% | -32.9% |
| Q2 2023 | $625,602 | +11.5% | 6,419 | +3.5% | 0.36% | +0.8% |
| Q1 2023 | $560,926 | -58.3% | 6,202 | -60.9% | 0.36% | -63.1% |
| Q4 2022 | $1,345,929 | +2.9% | 15,881 | -3.6% | 0.96% | +3.4% |
| Q3 2022 | $1,308,000 | -1.8% | 16,475 | +3.7% | 0.93% | +23.1% |
| Q2 2022 | $1,332,000 | -20.1% | 15,881 | -3.5% | 0.76% | -5.0% |
| Q1 2022 | $1,668,000 | +4.6% | 16,462 | +11.4% | 0.80% | +8.3% |
| Q4 2021 | $1,595,000 | +17.4% | 14,782 | +7.1% | 0.74% | +4.2% |
| Q3 2021 | $1,359,000 | +2.3% | 13,807 | +2.3% | 0.71% | -1.1% |
| Q2 2021 | $1,329,000 | +21.4% | 13,492 | +12.0% | 0.71% | +13.9% |
| Q1 2021 | $1,095,000 | +0.1% | 12,048 | -5.3% | 0.63% | -11.8% |
| Q4 2020 | $1,094,000 | +49.5% | 12,722 | +32.3% | 0.71% | +11.8% |
| Q3 2020 | $732,000 | +147.3% | 9,616 | +127.1% | 0.64% | +97.5% |
| Q2 2020 | $296,000 | – | 4,234 | – | 0.32% | – |
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% |