ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,341,665 | -3.4% | 86,627 | -9.5% | 8.53% | -12.4% |
| Q3 2022 | $7,604,000 | -4.8% | 95,762 | +0.6% | 9.73% | -3.1% |
| Q2 2022 | $7,987,000 | -23.2% | 95,198 | -7.2% | 10.05% | +10.4% |
| Q1 2022 | $10,395,000 | -3.1% | 102,570 | +3.1% | 9.10% | +0.7% |
| Q4 2021 | $10,733,000 | +8.4% | 99,469 | -1.1% | 9.03% | +4.9% |
| Q3 2021 | $9,904,000 | +2.9% | 100,593 | +2.9% | 8.61% | +2.5% |
| Q2 2021 | $9,626,000 | +15.4% | 97,761 | +6.5% | 8.40% | +8.3% |
| Q1 2021 | $8,342,000 | +5.9% | 91,796 | +0.2% | 7.76% | +2.4% |
| Q4 2020 | $7,877,000 | – | 91,572 | – | 7.58% | – |
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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% |