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 | $6,140,783 | -34.0% | 420,023 | -17.0% | 0.42% | -33.1% |
| Q2 2023 | $9,307,108 | -12.7% | 505,821 | -6.2% | 0.62% | -25.9% |
| Q1 2023 | $10,665,178 | -5.9% | 539,188 | -5.6% | 0.84% | -16.1% |
| Q4 2022 | $11,333,024 | +2.1% | 570,933 | -1.8% | 1.00% | -2.8% |
| Q3 2022 | $11,097,000 | +13.2% | 581,307 | +13.0% | 1.03% | +11.2% |
| Q2 2022 | $9,801,000 | +2630.1% | 514,499 | +2978.6% | 0.93% | +3106.9% |
| Q1 2022 | $359,000 | +34.5% | 16,712 | +32.5% | 0.03% | +38.1% |
| Q4 2021 | $267,000 | +734.4% | 12,614 | +39318.8% | 0.02% | +425.0% |
| Q3 2021 | $32,000 | – | 32 | – | 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% |