ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 501 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420,617 | +79112.2% | 28,770 | -0.3% | 0.07% | +55.3% |
| Q2 2023 | $531 | -7.2% | 28,852 | -0.3% | 0.05% | 0.0% |
| Q1 2023 | $572 | -100.0% | 28,934 | +0.4% | 0.05% | -6.0% |
| Q4 2022 | $572,088,850 | +86580.1% | 28,821 | -16.6% | 0.05% | -23.1% |
| Q3 2022 | $660,000 | -2.1% | 34,578 | +10.4% | 0.06% | +16.1% |
| Q1 2022 | $674,000 | +28.9% | 31,317 | +27.0% | 0.06% | +24.4% |
| Q4 2021 | $523,000 | +42.1% | 24,654 | +45.1% | 0.04% | +9.8% |
| Q3 2021 | $368,000 | -8.0% | 16,996 | -2.7% | 0.04% | -26.8% |
| Q2 2021 | $400,000 | -87.6% | 17,466 | -86.8% | 0.06% | -86.4% |
| Q1 2021 | $3,218,000 | +554.1% | 132,430 | +660.5% | 0.41% | +487.1% |
| Q4 2020 | $492,000 | – | 17,414 | – | 0.07% | – |
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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% |