ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 518 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 2.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $559,691 | +6.9% | 30,418 | +14.9% | 0.15% | +4.2% |
| Q1 2023 | $523,655 | -0.9% | 26,474 | -0.5% | 0.14% | -6.6% |
| Q4 2022 | $528,327 | -99.9% | 26,616 | +44.2% | 0.15% | +17.8% |
| Q3 2022 | $352,420,000 | -8.0% | 18,461 | -8.2% | 0.13% | -4.4% |
| Q2 2022 | $383,133,000 | -1.3% | 20,112 | +11.5% | 0.14% | +15.4% |
| Q1 2022 | $388,285,000 | -3.1% | 18,043 | -4.7% | 0.12% | +0.9% |
| Q4 2021 | $400,621,000 | +14.0% | 18,924 | +16.5% | 0.12% | +13.7% |
| Q3 2021 | $351,574,000 | +51.0% | 16,239 | +63.6% | 0.10% | +17.2% |
| Q2 2021 | $232,887,000 | +400.5% | 9,927 | +418.4% | 0.09% | +383.3% |
| Q1 2021 | $46,534,000 | – | 1,915 | – | 0.02% | – |
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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% |