ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 560 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,708 | -20.5% | 3,400 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $62,525 | -49.8% | 3,400 | -46.0% | 0.01% | -52.9% |
| Q1 2023 | $124,550 | -64.6% | 6,300 | -64.5% | 0.02% | -65.3% |
| Q4 2022 | $352,160 | +1.5% | 17,750 | -2.5% | 0.05% | -7.5% |
| Q3 2022 | $347,000 | +0.3% | 18,200 | 0.0% | 0.05% | +6.0% |
| Q2 2022 | $346,000 | -9.4% | 18,200 | +2.5% | 0.05% | +6.4% |
| Q1 2022 | $382,000 | +3.2% | 17,750 | +1.4% | 0.05% | +9.3% |
| Q4 2021 | $370,000 | +23.3% | 17,500 | +26.2% | 0.04% | +16.2% |
| Q3 2021 | $300,000 | -4.8% | 13,870 | +3.4% | 0.04% | 0.0% |
| Q2 2021 | $315,000 | +150.0% | 13,420 | +158.1% | 0.04% | +131.2% |
| Q1 2021 | $126,000 | +137.7% | 5,200 | +173.7% | 0.02% | +128.6% |
| Q4 2020 | $53,000 | – | 1,900 | – | 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% |