ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 79 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $433,363 | -19.3% | 29,641 | +1.6% | 0.01% | -25.0% |
| Q2 2023 | $536,911 | -7.2% | 29,179 | -0.2% | 0.01% | -20.0% |
| Q1 2023 | $578,575 | -2.4% | 29,250 | -2.1% | 0.02% | 0.0% |
| Q4 2022 | $593,076 | +8.0% | 29,877 | +4.0% | 0.02% | 0.0% |
| Q3 2022 | $549,000 | -17.7% | 28,732 | -18.0% | 0.02% | -11.8% |
| Q2 2022 | $667,000 | -15.7% | 35,020 | -4.7% | 0.02% | -5.6% |
| Q1 2022 | $791,000 | -9.2% | 36,752 | -10.6% | 0.02% | -5.3% |
| Q4 2021 | $871,000 | -24.5% | 41,126 | -22.8% | 0.02% | -34.5% |
| Q3 2021 | $1,154,000 | -8.2% | 53,302 | -0.5% | 0.03% | -6.5% |
| Q2 2021 | $1,257,000 | -13.3% | 53,594 | -10.1% | 0.03% | -22.5% |
| Q1 2021 | $1,449,000 | -1.4% | 59,639 | +14.7% | 0.04% | -9.1% |
| Q4 2020 | $1,469,000 | +57.4% | 52,008 | +3.0% | 0.04% | +41.9% |
| Q3 2020 | $933,000 | +91.6% | 50,475 | +29.8% | 0.03% | +82.4% |
| Q2 2020 | $487,000 | +121.4% | 38,894 | +68.8% | 0.02% | +70.0% |
| Q1 2020 | $220,000 | +2344.4% | 23,044 | +2146.0% | 0.01% | – |
| Q3 2018 | $9,000 | -25.0% | 1,026 | -21.1% | 0.00% | -100.0% |
| Q1 2018 | $12,000 | 0.0% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | – | 1,300 | – | 0.00% | – |
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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% |