ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $822,088 | +88774.4% | 8,754 | -7.8% | 0.02% | -15.8% |
| Q2 2023 | $925 | +3.0% | 9,496 | -4.4% | 0.02% | 0.0% |
| Q1 2023 | $898 | -19.5% | 9,933 | -24.5% | 0.02% | -24.0% |
| Q4 2022 | $1,115 | -99.9% | 13,160 | -4.5% | 0.02% | -7.4% |
| Q3 2022 | $1,094,000 | +112.8% | 13,773 | +124.6% | 0.03% | +125.0% |
| Q2 2022 | $514,000 | -17.6% | 6,131 | -0.4% | 0.01% | -7.7% |
| Q1 2022 | $624,000 | -29.1% | 6,157 | -24.5% | 0.01% | -27.8% |
| Q4 2021 | $880,000 | +37.5% | 8,157 | +25.6% | 0.02% | +28.6% |
| Q3 2021 | $640,000 | +2.1% | 6,496 | +1.9% | 0.01% | 0.0% |
| Q2 2021 | $627,000 | +23.9% | 6,372 | +14.3% | 0.01% | +16.7% |
| Q1 2021 | $506,000 | +5.6% | 5,573 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $479,000 | – | 5,573 | – | 0.01% | – |
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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% |