ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,848 | -20.5% | 400 | 0.0% | 0.00% | – |
| Q2 2023 | $7,360 | -7.0% | 400 | 0.0% | 0.00% | – |
| Q1 2023 | $7,912 | -0.4% | 400 | 0.0% | 0.00% | – |
| Q4 2022 | $7,940 | -0.8% | 400 | 0.0% | 0.00% | – |
| Q3 2022 | $8,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | -11.1% | 400 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | +12.5% | 400 | 0.0% | 0.00% | – |
| Q4 2021 | $8,000 | -11.1% | 400 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | -10.0% | 400 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $10,000 | -9.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +57.1% | 400 | 0.0% | 0.00% | – |
| Q3 2020 | $7,000 | +40.0% | 400 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | – | 400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Financial Advisors, LLC | 1,232,628 | $24,467,661 | 10.32% |
| Arosa Capital Management LP | 2,000,000 | $39,700,000 | 8.42% |
| ELEMENT POINTE ADVISORS, LLC | 812,290 | $16,123,957 | 4.98% |
| Total Wealth Planning, LLC | 844,771 | $16,768,711 | 4.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 589,577 | $11,703,109 | 3.84% |
| Arosa Capital Management LP | 822,800 | $16,332,580 | 3.46% |
| MIRABELLA FINANCIAL SERVICES LLP | 1,764,838 | $35,032,034 | 3.13% |
| CONSILIO WEALTH ADVISORS, LLC | 225,062 | $4,467,471 | 2.85% |
| Coastal Bridge Advisors, LLC | 502,834 | $9,981,256 | 2.83% |
| BOURGEON CAPITAL MANAGEMENT LLC | 570,060 | $11,315,691 | 2.78% |