ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 547 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.60 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564 | -55.5% | 38,584 | -43.9% | 0.00% | -50.0% |
| Q2 2023 | $1,267 | -10.0% | 68,833 | -3.3% | 0.00% | -33.3% |
| Q1 2023 | $1,408 | +71.7% | 71,203 | +72.3% | 0.01% | +100.0% |
| Q4 2022 | $820 | -99.9% | 41,318 | -46.4% | 0.00% | -50.0% |
| Q3 2022 | $1,472,000 | +7.6% | 77,082 | +7.9% | 0.01% | 0.0% |
| Q2 2022 | $1,368,000 | -7.1% | 71,449 | +4.4% | 0.01% | 0.0% |
| Q1 2022 | $1,472,000 | +2.6% | 68,422 | +1.0% | 0.01% | 0.0% |
| Q4 2021 | $1,434,000 | -9.7% | 67,738 | -7.7% | 0.01% | -14.3% |
| Q3 2021 | $1,588,000 | +2.5% | 73,366 | +11.1% | 0.01% | 0.0% |
| Q2 2021 | $1,549,000 | +49.5% | 66,047 | +54.9% | 0.01% | +40.0% |
| Q1 2021 | $1,036,000 | +169.8% | 42,632 | +213.3% | 0.01% | +150.0% |
| Q4 2020 | $384,000 | – | 13,609 | – | 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% |