ZEVIN ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 119 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ZEVIN ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$281,000
+6.0%
1,6150.0%0.05%0.0%
Q3 2021$265,000
-1.1%
1,6150.0%0.05%
-3.8%
Q2 2021$268,000
+6.3%
1,6150.0%0.05%
-5.4%
Q1 2021$252,000
+5.0%
1,6150.0%0.06%0.0%
Q4 2020$240,000
+13.2%
1,6150.0%0.06%
-3.4%
Q3 2020$212,0001,6150.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Capricorn Investment Group LLC 521,645$85,169,0009.98%
Investure, LLC 362,505$59,186,0008.08%
Northland Capital Management LLC 27,225$4,445,0004.42%
FLOW TRADERS U.S. LLC 373,512$60,983,0002.10%
BSW Wealth Partners 49,336$8,055,0002.04%
University of Maryland Foundation, Inc. 10,000$1,633,0001.97%
Stonehearth Capital Management, LLC 12,492$2,040,0001.06%
Betterment LLC 1,061,769$173,355,0000.55%
Bond & Devick Financial Network, Inc. 3,946$644,0000.52%
EXANE DERIVATIVES 9,813$1,602,070,0000.45%
View complete list of ISHARES TR shareholders