ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 563 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $159 | -30.9% | 10,896 | -12.7% | 0.01% | -27.3% |
| Q2 2023 | $230 | -13.2% | 12,481 | -6.9% | 0.01% | -15.4% |
| Q1 2023 | $265 | -26.8% | 13,405 | -26.4% | 0.01% | -35.0% |
| Q4 2022 | $362 | -99.9% | 18,219 | +36.1% | 0.02% | +42.9% |
| Q3 2022 | $256,000 | +10.3% | 13,387 | +9.7% | 0.01% | +7.7% |
| Q2 2022 | $232,000 | -13.4% | 12,199 | -2.0% | 0.01% | +8.3% |
| Q1 2022 | $268,000 | +5.9% | 12,447 | +4.2% | 0.01% | +9.1% |
| Q4 2021 | $253,000 | +11.5% | 11,945 | +13.9% | 0.01% | 0.0% |
| Q3 2021 | $227,000 | -9.2% | 10,486 | -1.7% | 0.01% | -8.3% |
| Q2 2021 | $250,000 | – | 10,672 | – | 0.01% | – |
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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% |