ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 509 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.63 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $876 | -20.5% | 59,912 | 0.0% | 0.03% | -18.9% |
| Q2 2023 | $1,102 | -7.0% | 59,912 | 0.0% | 0.04% | -11.9% |
| Q1 2023 | $1,185 | -0.3% | 59,912 | 0.0% | 0.04% | -2.3% |
| Q4 2022 | $1,189 | -99.9% | 59,912 | -0.1% | 0.04% | -20.4% |
| Q3 2022 | $1,145,000 | -0.1% | 59,962 | -0.3% | 0.05% | -6.9% |
| Q2 2022 | $1,146,000 | -11.1% | 60,164 | +0.4% | 0.06% | -1.7% |
| Q1 2022 | $1,289,000 | +1.7% | 59,912 | 0.0% | 0.06% | +3.5% |
| Q4 2021 | $1,268,000 | -2.2% | 59,912 | 0.0% | 0.06% | -10.9% |
| Q3 2021 | $1,297,000 | -7.7% | 59,912 | 0.0% | 0.06% | +1.6% |
| Q2 2021 | $1,405,000 | -36.4% | 59,912 | -34.1% | 0.06% | -41.7% |
| Q1 2021 | $2,210,000 | +15.8% | 90,950 | +34.5% | 0.11% | +4.9% |
| Q4 2020 | $1,909,000 | +71.5% | 67,608 | +12.3% | 0.10% | +49.3% |
| Q3 2020 | $1,113,000 | +68.6% | 60,196 | +14.2% | 0.07% | +46.8% |
| Q2 2020 | $660,000 | +31.2% | 52,705 | 0.0% | 0.05% | +17.5% |
| Q1 2020 | $503,000 | -18.7% | 52,705 | 0.0% | 0.04% | +5.3% |
| Q4 2019 | $619,000 | – | 52,705 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Financial Advisors, LLC | 1,325,279 | $24,385,141 | 8.90% |
| Total Wealth Planning, LLC | 1,052,301 | $19,362,337 | 4.03% |
| ELEMENT POINTE ADVISORS, LLC | 797,982 | $14,682,865 | 3.78% |
| TOBIAS FINANCIAL ADVISORS, INC. | 638,501 | $11,748,422 | 3.17% |
| Stelac Advisory Services LLC | 284,769 | $5,246,824 | 2.34% |
| BBJS FINANCIAL ADVISORS, LLC | 304,522 | $5,603,204 | 2.24% |
| BOURGEON CAPITAL MANAGEMENT LLC | 488,311 | $8,984,923 | 2.10% |
| PENOBSCOT WEALTH MANAGEMENT | 149,873 | $2,759 | 2.02% |
| First Affirmative Financial Network | 100,097 | $1,841,779 | 1.84% |
| LFA - Lugano Financial Advisors SA | 146,810 | $2,701,304 | 1.80% |