ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $878,130 | -59.9% | 59,709 | -51.1% | 0.01% | -22.2% |
| Q2 2023 | $2,188,598 | +79.3% | 122,032 | +88.2% | 0.02% | -14.3% |
| Q1 2023 | $1,220,859 | -97.0% | 64,826 | -96.8% | 0.02% | -97.0% |
| Q4 2022 | $40,411,476 | +49.6% | 2,027,490 | +43.2% | 0.69% | +45.8% |
| Q3 2022 | $27,016,000 | +2071.7% | 1,415,972 | +2066.0% | 0.48% | +2166.7% |
| Q2 2022 | $1,244,000 | -11.5% | 65,372 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $1,406,000 | +0.2% | 65,372 | -1.4% | 0.02% | -8.7% |
| Q4 2021 | $1,403,000 | +456.7% | 66,292 | +636.3% | 0.02% | +130.0% |
| Q4 2020 | $252,000 | – | 9,003 | – | 0.01% | – |
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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% |