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 | $283,890 | -16.8% | 3,023 | -13.7% | 0.08% | -17.5% |
| Q2 2023 | $341,305 | +5.5% | 3,502 | -2.1% | 0.10% | -1.0% |
| Q1 2023 | $323,630 | -35.4% | 3,578 | -39.5% | 0.10% | -36.8% |
| Q4 2022 | $500,957 | +2.7% | 5,911 | -3.7% | 0.16% | -6.6% |
| Q3 2022 | $488,000 | -98.5% | 6,141 | -98.5% | 0.17% | -98.4% |
| Q2 2022 | $33,293,000 | -16.8% | 396,818 | +0.5% | 10.61% | -16.3% |
| Q1 2022 | $40,025,000 | +20.5% | 394,916 | +28.3% | 12.68% | +14.4% |
| Q4 2021 | $33,223,000 | – | 307,905 | – | 11.08% | – |
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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% |