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 | $6,728,323 | -6.1% | 71,647 | -2.5% | 3.98% | -4.9% |
| Q2 2023 | $7,163,944 | +1.3% | 73,507 | -6.0% | 4.18% | -9.3% |
| Q1 2023 | $7,075,226 | +5.4% | 78,223 | -1.3% | 4.61% | -3.1% |
| Q4 2022 | $6,713,429 | -80.6% | 79,215 | -81.8% | 4.76% | -81.8% |
| Q3 2022 | $34,631,000 | -99.9% | 436,105 | +2.3% | 26.21% | -4.9% |
| Q2 2022 | $35,770,034,000 | +94891.6% | 426,341 | +14.7% | 27.56% | +6.8% |
| Q1 2022 | $37,656,000 | +7.5% | 371,581 | +14.5% | 25.82% | -1.5% |
| Q4 2021 | $35,024,000 | +17.3% | 324,662 | +7.0% | 26.21% | -9.7% |
| Q3 2021 | $29,862,000 | +7.3% | 303,485 | +7.3% | 29.01% | -4.2% |
| Q2 2021 | $27,830,000 | +17.6% | 282,832 | +8.7% | 30.28% | +8.8% |
| Q1 2021 | $23,661,000 | +3.1% | 260,261 | -2.4% | 27.84% | -0.8% |
| Q4 2020 | $22,949,000 | – | 266,691 | – | 28.08% | – |
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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% |