ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 377 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,960,019 | -25.5% | 339,262 | -6.2% | 0.01% | -33.3% |
| Q2 2023 | $6,658,066 | -36.5% | 361,852 | -31.7% | 0.01% | -40.0% |
| Q1 2023 | $10,483,283 | -2.4% | 529,994 | -2.1% | 0.02% | -6.2% |
| Q4 2022 | $10,744,998 | -21.3% | 541,310 | -24.3% | 0.02% | -33.3% |
| Q3 2022 | $13,651,000 | +33.0% | 715,108 | +32.7% | 0.02% | +33.3% |
| Q2 2022 | $10,263,000 | +4.7% | 538,722 | +18.2% | 0.02% | +12.5% |
| Q1 2022 | $9,806,000 | +5.1% | 455,653 | +3.4% | 0.02% | +6.7% |
| Q4 2021 | $9,327,000 | +5.4% | 440,603 | +7.8% | 0.02% | -6.2% |
| Q3 2021 | $8,845,000 | -8.9% | 408,558 | -1.3% | 0.02% | -11.1% |
| Q2 2021 | $9,708,000 | +100.5% | 413,797 | +107.7% | 0.02% | +80.0% |
| Q1 2021 | $4,841,000 | +1194.4% | 199,201 | +1400.9% | 0.01% | +900.0% |
| Q4 2020 | $374,000 | +12366.7% | 13,272 | +3439.2% | 0.00% | – |
| Q3 2018 | $3,000 | – | 375 | – | 0.00% | – |
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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% |