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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,386 | -13.1% | 4,865 | -9.7% | 0.36% | -13.6% |
| Q2 2023 | $525,114 | +55.7% | 5,388 | +44.5% | 0.42% | +44.3% |
| Q1 2023 | $337,288 | -54.3% | 3,729 | -57.2% | 0.29% | -46.2% |
| Q4 2022 | $737,834 | -0.0% | 8,706 | -3.8% | 0.54% | -10.3% |
| Q3 2022 | $738,000 | -7.6% | 9,054 | -3.8% | 0.60% | +2.4% |
| Q2 2022 | $799,000 | -30.1% | 9,411 | -16.4% | 0.59% | -7.2% |
| Q1 2022 | $1,143,000 | +0.3% | 11,257 | -0.1% | 0.64% | -11.8% |
| Q4 2021 | $1,140,000 | – | 11,265 | – | 0.72% | – |
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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% |