ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 501 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,107 | -21.8% | 13,961 | -1.5% | 0.02% | -20.0% |
| Q2 2023 | $260,872 | -15.5% | 14,178 | -9.2% | 0.03% | -9.1% |
| Q1 2023 | $308,868 | +99214.5% | 15,615 | -0.3% | 0.03% | 0.0% |
| Q4 2022 | $311 | -99.9% | 15,668 | -37.9% | 0.03% | -42.1% |
| Q3 2022 | $482,000 | +1.0% | 25,240 | +0.9% | 0.06% | +7.5% |
| Q2 2022 | $477,000 | -53.7% | 25,016 | -48.1% | 0.05% | +6.0% |
| Q1 2022 | $1,030,000 | +104.8% | 48,246 | +103.1% | 0.05% | 0.0% |
| Q4 2021 | $503,000 | +49.7% | 23,755 | +53.1% | 0.05% | +31.6% |
| Q3 2021 | $336,000 | +11.6% | 15,521 | +25.2% | 0.04% | -13.6% |
| Q2 2021 | $301,000 | 0.0% | 12,397 | 0.0% | 0.04% | -18.5% |
| Q1 2021 | $301,000 | +18.5% | 12,397 | +37.8% | 0.05% | +8.0% |
| Q4 2020 | $254,000 | – | 8,997 | – | 0.05% | – |
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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% |