ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 171 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $360,654 | -27.0% | 24,669 | -8.1% | 0.02% | -27.3% |
| Q2 2023 | $493,865 | -88.3% | 26,841 | -87.5% | 0.03% | -88.7% |
| Q1 2023 | $4,237,250 | -2.8% | 214,219 | -2.4% | 0.29% | -4.3% |
| Q4 2022 | $4,358,384 | +2.2% | 219,566 | -1.7% | 0.30% | -6.5% |
| Q3 2022 | $4,264,000 | +5.6% | 223,356 | +5.4% | 0.32% | +11.7% |
| Q2 2022 | $4,039,000 | -12.2% | 211,998 | -0.8% | 0.29% | +2.8% |
| Q1 2022 | $4,598,000 | +3.0% | 213,660 | +1.4% | 0.28% | +3.3% |
| Q4 2021 | $4,462,000 | -2.0% | 210,780 | +0.2% | 0.27% | -4.2% |
| Q3 2021 | $4,553,000 | -7.2% | 210,342 | +0.6% | 0.29% | -16.9% |
| Q2 2021 | $4,906,000 | -4.4% | 209,139 | -1.1% | 0.34% | -12.5% |
| Q1 2021 | $5,133,000 | +2.7% | 211,386 | +19.3% | 0.39% | -6.4% |
| Q4 2020 | $5,000,000 | +67.2% | 177,222 | +9.6% | 0.42% | +49.5% |
| Q3 2020 | $2,991,000 | +158.1% | 161,770 | +74.9% | 0.28% | +128.5% |
| Q2 2020 | $1,159,000 | – | 92,476 | – | 0.12% | – |
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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% |