ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,783,600 | -67.7% | 18,913 | -66.7% | 0.15% | -61.4% |
| Q2 2023 | $5,528,452 | +7.9% | 56,725 | +0.1% | 0.38% | +3.2% |
| Q1 2023 | $5,125,176 | -70.5% | 56,663 | -72.4% | 0.37% | -70.2% |
| Q4 2022 | $17,397,038 | -10.5% | 205,275 | -16.2% | 1.24% | -22.3% |
| Q3 2022 | $19,441,000 | -5.2% | 244,824 | +0.2% | 1.60% | +3.2% |
| Q2 2022 | $20,500,000 | -23.9% | 244,344 | -8.1% | 1.55% | -14.3% |
| Q1 2022 | $26,943,000 | +0.6% | 265,842 | +7.1% | 1.81% | +5.4% |
| Q4 2021 | $26,772,000 | +14.5% | 248,118 | +4.5% | 1.72% | +3.3% |
| Q3 2021 | $23,380,000 | +36.3% | 237,456 | +36.4% | 1.66% | +28.7% |
| Q2 2021 | $17,148,000 | +6.1% | 174,143 | -2.1% | 1.29% | +5.0% |
| Q1 2021 | $16,165,000 | -6.2% | 177,896 | -11.2% | 1.23% | -10.7% |
| Q4 2020 | $17,229,000 | +63.2% | 200,266 | +44.5% | 1.38% | +45.9% |
| Q3 2020 | $10,560,000 | +17.4% | 138,571 | +7.8% | 0.94% | +10.9% |
| Q2 2020 | $8,998,000 | +104.5% | 128,563 | +67.9% | 0.85% | +71.6% |
| Q1 2020 | $4,401,000 | – | 76,556 | – | 0.50% | – |
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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% |