ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 563 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $146,114 | -26.8% | 10,657 | -4.4% | 0.00% | -25.0% |
| Q2 2023 | $199,615 | -17.5% | 11,145 | -8.3% | 0.00% | -20.0% |
| Q1 2023 | $241,914 | +3.6% | 12,150 | +3.5% | 0.01% | 0.0% |
| Q4 2022 | $233,418 | +1.9% | 11,741 | -9.1% | 0.01% | 0.0% |
| Q3 2022 | $229,000 | -19.9% | 12,915 | -9.6% | 0.01% | -16.7% |
| Q2 2022 | $286,000 | -13.3% | 14,285 | -9.1% | 0.01% | 0.0% |
| Q1 2022 | $330,000 | -2.7% | 15,714 | -8.9% | 0.01% | 0.0% |
| Q4 2021 | $339,000 | -40.8% | 17,258 | -30.8% | 0.01% | -40.0% |
| Q3 2021 | $573,000 | -36.5% | 24,955 | -35.9% | 0.01% | -37.5% |
| Q2 2021 | $903,000 | -2.5% | 38,923 | +2.1% | 0.02% | -54.3% |
| Q1 2021 | $926,000 | – | 38,111 | – | 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% |