ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 331 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,836,318 | +22.2% | 83,444 | +26.8% | 0.00% | 0.0% |
| Q2 2023 | $6,411,758 | +17.9% | 65,788 | +9.4% | 0.00% | +33.3% |
| Q1 2023 | $5,439,301 | +113764.4% | 60,136 | +6.7% | 0.00% | 0.0% |
| Q4 2022 | $4,777 | -99.9% | 56,365 | +19.5% | 0.00% | 0.0% |
| Q3 2022 | $3,747,000 | +16.3% | 47,180 | +22.9% | 0.00% | +50.0% |
| Q2 2022 | $3,222,000 | -7.2% | 38,402 | +12.1% | 0.00% | 0.0% |
| Q1 2022 | $3,472,000 | +9.5% | 34,252 | +16.5% | 0.00% | 0.0% |
| Q4 2021 | $3,172,000 | +34.1% | 29,399 | +22.4% | 0.00% | +100.0% |
| Q3 2021 | $2,365,000 | +18.8% | 24,016 | +18.8% | 0.00% | 0.0% |
| Q2 2021 | $1,991,000 | +4.3% | 20,220 | -3.8% | 0.00% | 0.0% |
| Q1 2021 | $1,909,000 | +70.1% | 21,008 | +61.1% | 0.00% | 0.0% |
| Q4 2020 | $1,122,000 | +71.0% | 13,040 | +51.4% | 0.00% | 0.0% |
| Q3 2020 | $656,000 | +80.2% | 8,614 | +65.6% | 0.00% | – |
| Q2 2020 | $364,000 | – | 5,201 | – | 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% |