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 | $95,694 | -3.6% | 1,019 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $99,312 | +2.4% | 1,019 | -4.9% | 0.04% | -2.2% |
| Q1 2023 | $96,962 | -98.3% | 1,072 | -98.4% | 0.04% | -98.4% |
| Q4 2022 | $5,716,886 | -48.4% | 67,453 | -51.7% | 2.75% | -53.3% |
| Q3 2022 | $11,085,000 | -1.5% | 139,569 | +4.0% | 5.89% | +2.6% |
| Q2 2022 | $11,259,000 | +1.1% | 134,183 | +22.1% | 5.74% | +12.3% |
| Q1 2022 | $11,142,000 | +4.7% | 109,913 | +11.4% | 5.11% | +3.0% |
| Q4 2021 | $10,642,000 | +16.6% | 98,622 | +6.4% | 4.96% | +3.8% |
| Q3 2021 | $9,128,000 | +9.5% | 92,705 | +9.5% | 4.78% | +9.0% |
| Q2 2021 | $8,337,000 | +22.8% | 84,669 | +13.3% | 4.38% | +10.1% |
| Q1 2021 | $6,791,000 | – | 74,731 | – | 3.98% | – |
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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% |