ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 377 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $73,466 | +120.6% | 5,025 | +177.6% | 0.01% | +100.0% |
| Q2 2023 | $33,304 | -7.0% | 1,810 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $35,802 | -6.5% | 1,810 | -6.2% | 0.00% | 0.0% |
| Q4 2022 | $38,310 | +41.9% | 1,930 | +37.9% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | 0.0% | 1,400 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $27,000 | -10.0% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $30,000 | 0.0% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $30,000 | 0.0% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | +66.7% | 1,400 | +83.0% | 0.00% | +100.0% |
| Q2 2021 | $18,000 | +38.5% | 765 | +40.4% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | -13.3% | 545 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $15,000 | – | 545 | – | 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% |