ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 518 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 2.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,170,823 | -25.5% | 80,084 | -6.2% | 0.01% | -23.1% |
| Q2 2023 | $1,571,701 | +3.0% | 85,419 | +10.7% | 0.01% | 0.0% |
| Q1 2023 | $1,525,733 | -27.0% | 77,136 | -26.8% | 0.01% | -31.6% |
| Q4 2022 | $2,090,853 | +119.6% | 105,333 | +111.3% | 0.02% | 0.0% |
| Q3 2022 | $952,000 | -21.1% | 49,845 | -21.3% | 0.02% | 0.0% |
| Q2 2022 | $1,207,000 | -9.9% | 63,360 | +1.9% | 0.02% | 0.0% |
| Q1 2022 | $1,339,000 | -7.5% | 62,206 | -9.0% | 0.02% | -9.5% |
| Q4 2021 | $1,448,000 | +6.0% | 68,388 | +8.4% | 0.02% | -4.5% |
| Q3 2021 | $1,366,000 | -11.2% | 63,109 | -3.8% | 0.02% | -12.0% |
| Q2 2021 | $1,539,000 | +197.7% | 65,611 | +208.6% | 0.02% | +150.0% |
| Q1 2021 | $517,000 | +60.1% | 21,260 | +86.0% | 0.01% | +66.7% |
| Q4 2020 | $323,000 | – | 11,431 | – | 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% |