ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 509 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.63 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $159,431 | -20.5% | 10,905 | 0.0% | 0.03% | -15.6% |
| Q2 2023 | $200,652 | -14.1% | 10,905 | -7.6% | 0.03% | -17.9% |
| Q1 2023 | $233,502 | +0.1% | 11,805 | +0.4% | 0.04% | -2.5% |
| Q4 2022 | $233,336 | +6.5% | 11,755 | +2.2% | 0.04% | -2.4% |
| Q3 2022 | $219,000 | -0.5% | 11,505 | +13.4% | 0.04% | +13.9% |
| Q3 2021 | $220,000 | -21.7% | 10,147 | -15.4% | 0.04% | -21.7% |
| Q2 2021 | $281,000 | +23.8% | 11,995 | +28.4% | 0.05% | +17.9% |
| Q1 2021 | $227,000 | – | 9,340 | – | 0.04% | – |
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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% |