ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 234 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $504,215 | -20.8% | 34,488 | -0.3% | 0.02% | -21.9% |
| Q2 2023 | $636,644 | -6.7% | 34,600 | +0.3% | 0.03% | -13.5% |
| Q1 2023 | $682,173 | -0.4% | 34,488 | 0.0% | 0.04% | -9.8% |
| Q4 2022 | $684,587 | +8.1% | 34,488 | +4.0% | 0.04% | +2.5% |
| Q3 2022 | $633,000 | +8.2% | 33,159 | +7.9% | 0.04% | +2.6% |
| Q2 2022 | $585,000 | -11.5% | 30,730 | 0.0% | 0.04% | +14.7% |
| Q1 2022 | $661,000 | +8.4% | 30,730 | +6.6% | 0.03% | +9.7% |
| Q4 2021 | $610,000 | +0.2% | 28,815 | +2.3% | 0.03% | -11.4% |
| Q3 2021 | $609,000 | -9.0% | 28,165 | -1.3% | 0.04% | -7.9% |
| Q2 2021 | $669,000 | -0.9% | 28,530 | +2.6% | 0.04% | -7.3% |
| Q1 2021 | $675,000 | -14.0% | 27,800 | 0.0% | 0.04% | -22.6% |
| Q4 2020 | $785,000 | +52.7% | 27,800 | 0.0% | 0.05% | +32.5% |
| Q3 2020 | $514,000 | +47.7% | 27,800 | 0.0% | 0.04% | +37.9% |
| Q2 2020 | $348,000 | +39.8% | 27,800 | +6.4% | 0.03% | -3.3% |
| Q1 2020 | $249,000 | – | 26,140 | – | 0.03% | – |
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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% |