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 | $4,034,218 | +16.2% | 42,958 | +20.6% | 0.00% | – |
| Q2 2023 | $3,471,808 | -43.2% | 35,623 | -47.3% | 0.00% | – |
| Q1 2023 | $6,113,058 | +129.9% | 67,584 | +115.4% | 0.00% | – |
| Q4 2022 | $2,658,752 | +1.2% | 31,372 | -5.2% | 0.00% | – |
| Q3 2022 | $2,628,000 | -19.4% | 33,092 | -14.9% | 0.00% | – |
| Q2 2022 | $3,262,000 | -18.2% | 38,877 | -1.2% | 0.00% | – |
| Q1 2022 | $3,987,000 | +7.7% | 39,333 | +14.7% | 0.00% | – |
| Q4 2021 | $3,702,000 | +33.3% | 34,305 | +21.7% | 0.00% | – |
| Q3 2021 | $2,777,000 | +4.2% | 28,196 | +4.2% | 0.00% | – |
| Q2 2021 | $2,664,000 | +377.4% | 27,056 | +340.6% | 0.00% | – |
| Q1 2021 | $558,000 | +102.2% | 6,141 | +91.9% | 0.00% | – |
| Q4 2020 | $276,000 | +122.6% | 3,200 | +96.9% | 0.00% | – |
| Q3 2020 | $124,000 | +129.6% | 1,625 | +108.6% | 0.00% | – |
| Q2 2020 | $54,000 | – | 779 | +77800.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | – | 0.00% | – |
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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% |