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 | $150,440 | -23.5% | 10,290 | -3.7% | 0.00% | -25.0% |
| Q2 2023 | $196,640 | -72.0% | 10,687 | -69.9% | 0.00% | -60.0% |
| Q1 2023 | $701,339 | -0.9% | 35,457 | -0.5% | 0.01% | 0.0% |
| Q4 2022 | $707,513 | +3.9% | 35,643 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $681,000 | +18.8% | 35,643 | +18.6% | 0.01% | +11.1% |
| Q2 2022 | $573,000 | +15.1% | 30,059 | +29.7% | 0.01% | +28.6% |
| Q1 2022 | $498,000 | -24.1% | 23,167 | -25.3% | 0.01% | -36.4% |
| Q4 2021 | $656,000 | -2.1% | 31,031 | +0.3% | 0.01% | +22.2% |
| Q3 2021 | $670,000 | -12.1% | 30,939 | -4.7% | 0.01% | -10.0% |
| Q2 2021 | $762,000 | -1.8% | 32,471 | +1.6% | 0.01% | -9.1% |
| Q1 2021 | $776,000 | +9.0% | 31,969 | +26.6% | 0.01% | +10.0% |
| Q4 2020 | $712,000 | +90.9% | 25,257 | +25.4% | 0.01% | +66.7% |
| Q3 2020 | $373,000 | – | 20,147 | – | 0.01% | – |
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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% |