ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,355 | -7.7% | 14,373 | -4.6% | 0.19% | -1.6% |
| Q2 2023 | $1,468 | -10.4% | 15,067 | -16.9% | 0.19% | -15.2% |
| Q1 2023 | $1,639 | -99.9% | 18,132 | -38.1% | 0.22% | -41.0% |
| Q4 2021 | $3,160,000 | +21.9% | 29,286 | +11.3% | 0.38% | +1.3% |
| Q3 2021 | $2,592,000 | +4.3% | 26,324 | +4.3% | 0.37% | +1.1% |
| Q2 2021 | $2,486,000 | +42.5% | 25,244 | +31.5% | 0.37% | +17.9% |
| Q1 2021 | $1,745,000 | +21.2% | 19,204 | +14.7% | 0.31% | -1.3% |
| Q4 2020 | $1,440,000 | +78.9% | 16,739 | +58.6% | 0.32% | +22.4% |
| Q3 2020 | $805,000 | +24.2% | 10,557 | +14.0% | 0.26% | +5.3% |
| Q2 2020 | $648,000 | +52.1% | 9,260 | +25.0% | 0.25% | +8.8% |
| Q1 2020 | $426,000 | – | 7,406 | – | 0.23% | – |
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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% |