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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $321,748 | +1.4% | 17,486 | +9.0% | 0.17% | -2.3% |
| Q1 2023 | $317,169 | +17.2% | 16,035 | +17.6% | 0.18% | +6.7% |
| Q4 2022 | $270,652 | +7.4% | 13,635 | +3.1% | 0.16% | +12.2% |
| Q3 2022 | $252,000 | +0.8% | 13,224 | +0.8% | 0.15% | +8.1% |
| Q2 2022 | $250,000 | -11.7% | 13,123 | -0.3% | 0.14% | +1.5% |
| Q1 2022 | $283,000 | +6.4% | 13,159 | +4.6% | 0.13% | +8.9% |
| Q4 2021 | $266,000 | +0.4% | 12,584 | +2.8% | 0.12% | -6.1% |
| Q3 2021 | $265,000 | -2.6% | 12,247 | +4.3% | 0.13% | +0.8% |
| Q2 2021 | $272,000 | +1.1% | 11,747 | +6.0% | 0.13% | -5.1% |
| Q1 2021 | $269,000 | – | 11,077 | – | 0.14% | – |
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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% |