ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $392,602 | +4.0% | 3,742 | -6.9% | 0.26% | -6.5% |
| Q3 2023 | $377,387 | -3.2% | 4,019 | +0.0% | 0.28% | -0.7% |
| Q2 2023 | $389,857 | +6.1% | 4,018 | -1.1% | 0.28% | +3.0% |
| Q1 2023 | $367,280 | +108562.7% | 4,061 | +2.0% | 0.27% | -0.4% |
| Q4 2022 | $338 | -99.9% | 3,980 | -4.9% | 0.27% | -11.8% |
| Q3 2022 | $332,000 | -17.0% | 4,185 | -0.1% | 0.31% | -6.4% |
| Q2 2022 | $400,000 | – | 4,191 | – | 0.33% | – |
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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% |