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 | $759,450 | -8.7% | 8,087 | -5.2% | 0.41% | -9.2% |
| Q2 2023 | $831,431 | +19.5% | 8,531 | +10.9% | 0.45% | +9.6% |
| Q1 2023 | $695,741 | +7.1% | 7,692 | +0.3% | 0.41% | -1.4% |
| Q4 2022 | $649,863 | +22.6% | 7,668 | +14.9% | 0.41% | +11.9% |
| Q3 2022 | $530,000 | -2.4% | 6,675 | +3.2% | 0.37% | -3.9% |
| Q2 2022 | $543,000 | -19.3% | 6,471 | -2.6% | 0.38% | -18.9% |
| Q1 2022 | $673,000 | +4.5% | 6,642 | +11.3% | 0.48% | +1.1% |
| Q4 2021 | $644,000 | – | 5,969 | – | 0.47% | – |
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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% |