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 | $807,665 | +0.5% | 55,244 | +26.4% | 0.26% | +4.5% |
| Q2 2023 | $803,912 | -21.2% | 43,691 | -15.3% | 0.25% | -21.9% |
| Q1 2023 | $1,020,040 | +1.9% | 51,569 | +2.3% | 0.32% | -2.2% |
| Q4 2022 | $1,001,060 | +30.2% | 50,431 | +25.3% | 0.32% | +16.2% |
| Q3 2022 | $769,000 | -8.8% | 40,259 | -9.0% | 0.28% | -3.1% |
| Q2 2022 | $843,000 | -15.3% | 44,235 | -4.3% | 0.29% | -7.4% |
| Q1 2022 | $995,000 | -4.0% | 46,235 | -5.6% | 0.31% | -6.6% |
| Q4 2021 | $1,036,000 | -1.2% | 48,958 | +1.0% | 0.33% | -4.6% |
| Q3 2021 | $1,049,000 | +3.9% | 48,459 | +12.6% | 0.35% | +4.5% |
| Q2 2021 | $1,010,000 | +8.8% | 43,037 | +12.7% | 0.33% | +2.5% |
| Q1 2021 | $928,000 | +70.3% | 38,193 | +97.9% | 0.32% | +44.0% |
| Q4 2020 | $545,000 | +486.0% | 19,299 | +82.8% | 0.22% | +435.7% |
| Q1 2019 | $93,000 | 0.0% | 10,556 | 0.0% | 0.04% | -31.1% |
| Q4 2018 | $93,000 | – | 10,556 | – | 0.06% | – |
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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% |