ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 560 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $393,469 | -20.1% | 25,271 | -24.9% | 0.08% | -26.1% |
| Q3 2023 | $492,270 | -45.3% | 33,671 | -31.1% | 0.12% | -43.6% |
| Q2 2023 | $899,337 | -9.9% | 48,877 | -3.1% | 0.20% | -14.3% |
| Q1 2023 | $997,644 | +80485.1% | 50,437 | -19.1% | 0.24% | -20.7% |
| Q4 2022 | $1,238 | -99.9% | 62,349 | -0.3% | 0.30% | -3.5% |
| Q3 2022 | $1,194,000 | -7.8% | 62,549 | -8.0% | 0.31% | +1.3% |
| Q2 2022 | $1,295,000 | -9.7% | 68,003 | +2.0% | 0.31% | +14.6% |
| Q1 2022 | $1,434,000 | +23.9% | 66,656 | +21.9% | 0.27% | +30.7% |
| Q4 2021 | $1,157,000 | +49.3% | 54,669 | +52.6% | 0.20% | +35.8% |
| Q3 2021 | $775,000 | -50.1% | 35,817 | -45.9% | 0.15% | -49.3% |
| Q2 2021 | $1,552,000 | -18.1% | 66,168 | -15.1% | 0.30% | -24.2% |
| Q1 2021 | $1,894,000 | – | 77,951 | – | 0.39% | – |
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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% |