ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 549 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $848,139 | -16.9% | 58,012 | +4.6% | 0.01% | -25.0% |
| Q2 2023 | $1,020,435 | -15.1% | 55,458 | -8.7% | 0.01% | -20.0% |
| Q1 2023 | $1,202,049 | -2.8% | 60,771 | -2.4% | 0.02% | -6.2% |
| Q4 2022 | $1,236,219 | +12.5% | 62,278 | +8.2% | 0.02% | -5.9% |
| Q3 2022 | $1,099,000 | +1.3% | 57,576 | +1.1% | 0.02% | +6.2% |
| Q2 2022 | $1,085,000 | -18.8% | 56,942 | -8.3% | 0.02% | -11.1% |
| Q1 2022 | $1,337,000 | -22.8% | 62,078 | -24.1% | 0.02% | -30.8% |
| Q4 2021 | $1,731,000 | -6.8% | 81,746 | -4.8% | 0.03% | -16.1% |
| Q3 2021 | $1,857,000 | -2.8% | 85,828 | +5.4% | 0.03% | -11.4% |
| Q2 2021 | $1,911,000 | +7.8% | 81,466 | +11.8% | 0.04% | -7.9% |
| Q1 2021 | $1,772,000 | +33.6% | 72,878 | +55.4% | 0.04% | +18.8% |
| Q4 2020 | $1,326,000 | +29.6% | 46,897 | -15.3% | 0.03% | +100.0% |
| Q3 2020 | $1,023,000 | +186.6% | 55,347 | +95.0% | 0.02% | +60.0% |
| Q2 2020 | $357,000 | +50.6% | 28,382 | +14.2% | 0.01% | +42.9% |
| Q1 2020 | $237,000 | -9.2% | 24,863 | +12.8% | 0.01% | +16.7% |
| Q4 2019 | $261,000 | +37.4% | 22,048 | +26.2% | 0.01% | -25.0% |
| Q3 2019 | $190,000 | +5.6% | 17,469 | +3.1% | 0.01% | 0.0% |
| Q2 2019 | $180,000 | +21.6% | 16,944 | +11.6% | 0.01% | 0.0% |
| Q1 2019 | $148,000 | +43.7% | 15,187 | +22.2% | 0.01% | -52.9% |
| Q4 2018 | $103,000 | – | 12,426 | – | 0.02% | – |
Download | ||||||
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% |