ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,306,568 | -22.8% | 56,507 | -19.9% | 1.81% | -23.1% |
| Q2 2023 | $6,877,525 | -3.7% | 70,568 | -10.7% | 2.35% | -4.2% |
| Q1 2023 | $7,143,815 | -51.5% | 78,981 | -54.5% | 2.46% | -56.4% |
| Q4 2022 | $14,715,992 | +23.4% | 173,640 | +15.6% | 5.63% | +2.6% |
| Q3 2022 | $11,923,000 | +903.6% | 150,163 | +8.7% | 5.49% | +1553.3% |
| Q2 2022 | $1,188,000 | -81.4% | 138,131 | +117.1% | 0.33% | -89.1% |
| Q1 2022 | $6,390,000 | -52.6% | 63,617 | -49.1% | 3.05% | -45.0% |
| Q4 2021 | $13,493,000 | – | 125,052 | – | 5.54% | – |
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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% |