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 | $501,010 | -3.9% | 5,335 | -0.3% | 0.22% | +3.9% |
| Q2 2023 | $521,411 | +2.8% | 5,350 | -4.6% | 0.21% | -2.8% |
| Q1 2023 | $507,425 | +2.1% | 5,610 | -4.3% | 0.21% | -5.3% |
| Q4 2022 | $497,059 | +27.8% | 5,865 | +52.7% | 0.22% | +34.7% |
| Q1 2022 | $389,000 | -21.9% | 3,840 | -16.9% | 0.17% | -35.5% |
| Q4 2021 | $498,000 | +3.5% | 4,620 | -5.4% | 0.26% | -4.4% |
| Q3 2021 | $481,000 | +17.9% | 4,885 | +18.0% | 0.27% | +21.0% |
| Q2 2021 | $408,000 | +8.5% | 4,140 | 0.0% | 0.22% | -5.9% |
| Q1 2021 | $376,000 | +5.3% | 4,140 | -0.2% | 0.24% | -0.8% |
| Q4 2020 | $357,000 | +33.7% | 4,150 | +18.6% | 0.24% | +14.3% |
| Q3 2020 | $267,000 | +9.0% | 3,500 | 0.0% | 0.21% | -0.9% |
| Q2 2020 | $245,000 | – | 3,500 | – | 0.21% | – |
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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% |