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 | $3,106,189 | -33.9% | 33,076 | -31.4% | 2.38% | -32.1% |
| Q2 2023 | $4,701,583 | +5.9% | 48,241 | -0.7% | 3.51% | +1.1% |
| Q1 2023 | $4,441,358 | -54.9% | 48,561 | -58.2% | 3.47% | -58.3% |
| Q4 2022 | $9,844,595 | -6.2% | 116,160 | -12.1% | 8.32% | -14.8% |
| Q3 2022 | $10,492,000 | -10.2% | 132,129 | +3.7% | 9.75% | +2.9% |
| Q2 2022 | $11,679,000 | -14.1% | 127,427 | -5.1% | 9.48% | -7.9% |
| Q1 2022 | $13,602,000 | +4.0% | 134,212 | +10.7% | 10.30% | +5.2% |
| Q4 2021 | $13,085,000 | +20.6% | 121,269 | +10.0% | 9.79% | +7.8% |
| Q2 2021 | $10,851,000 | +11.9% | 110,197 | +3.2% | 9.08% | +0.6% |
| Q1 2021 | $9,701,000 | -6.8% | 106,759 | -11.8% | 9.03% | -19.8% |
| Q4 2020 | $10,414,000 | – | 121,045 | – | 11.25% | – |
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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% |