ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,649,662 | -24.6% | 112,836 | -5.2% | 0.06% | -26.5% |
| Q2 2023 | $2,189,176 | -7.6% | 118,977 | -0.7% | 0.08% | -16.2% |
| Q1 2023 | $2,370,033 | -14.0% | 119,820 | -13.7% | 0.10% | -25.0% |
| Q4 2022 | $2,754,929 | +0.4% | 138,787 | -3.4% | 0.13% | -9.0% |
| Q3 2022 | $2,743,000 | +1.9% | 143,713 | +1.7% | 0.14% | +2.8% |
| Q2 2022 | $2,692,000 | +2.4% | 141,300 | +15.7% | 0.14% | +15.6% |
| Q1 2022 | $2,629,000 | +20.2% | 122,142 | +18.3% | 0.12% | +24.5% |
| Q4 2021 | $2,187,000 | +10.0% | 103,284 | +12.5% | 0.10% | -3.0% |
| Q3 2021 | $1,988,000 | -3.0% | 91,847 | +5.2% | 0.10% | -7.3% |
| Q2 2021 | $2,049,000 | +2.8% | 87,340 | +6.4% | 0.11% | -6.0% |
| Q1 2021 | $1,994,000 | +0.4% | 82,048 | +16.6% | 0.12% | -6.5% |
| Q4 2020 | $1,987,000 | +251.1% | 70,354 | +129.9% | 0.12% | +195.2% |
| Q3 2020 | $566,000 | +178.8% | 30,602 | +88.6% | 0.04% | +133.3% |
| Q2 2020 | $203,000 | – | 16,228 | – | 0.02% | – |
Download | ||||||
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% |