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 | $1,549,891 | -10.4% | 16,504 | -7.0% | 1.27% | -6.0% |
| Q2 2023 | $1,729,525 | +5.6% | 17,746 | -2.0% | 1.36% | +0.1% |
| Q1 2023 | $1,638,502 | -38.1% | 18,115 | -42.0% | 1.35% | -38.7% |
| Q4 2022 | $2,648,014 | -16.6% | 31,245 | -21.9% | 2.21% | -25.4% |
| Q3 2022 | $3,176,000 | -60.2% | 39,993 | -57.9% | 2.96% | -57.2% |
| Q2 2022 | $7,977,000 | +11.0% | 95,079 | +34.1% | 6.90% | +27.0% |
| Q1 2022 | $7,188,000 | -16.2% | 70,926 | -10.8% | 5.44% | -15.0% |
| Q4 2021 | $8,579,000 | – | 79,508 | – | 6.40% | – |
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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% |