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 2023 | $592,586 | -7.7% | 5,648 | -17.4% | 0.47% | -19.9% |
| Q3 2023 | $641,739 | -17.7% | 6,834 | -14.6% | 0.58% | -15.6% |
| Q2 2023 | $779,636 | +7.8% | 8,000 | +0.0% | 0.69% | +4.1% |
| Q1 2023 | $723,519 | -20.0% | 7,999 | -25.1% | 0.66% | -14.1% |
| Q4 2022 | $904,691 | -28.1% | 10,675 | -32.6% | 0.77% | -38.5% |
| Q3 2022 | $1,258,000 | +30.1% | 15,845 | +37.5% | 1.26% | +28.9% |
| Q2 2022 | $967,000 | -16.9% | 11,521 | +0.3% | 0.98% | -49.2% |
| Q1 2022 | $1,164,000 | -7.0% | 11,488 | -0.9% | 1.92% | +72.7% |
| Q4 2021 | $1,251,000 | – | 11,595 | – | 1.11% | – |
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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% |