ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 377 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $191,000 | -11.6% | 10,051 | +0.1% | 0.04% | +2.6% |
| Q1 2022 | $216,000 | -29.2% | 10,043 | -30.4% | 0.04% | -25.5% |
| Q4 2021 | $305,000 | -1.3% | 14,425 | +1.2% | 0.05% | -7.3% |
| Q3 2021 | $309,000 | -7.2% | 14,254 | +0.4% | 0.06% | -9.8% |
| Q2 2021 | $333,000 | +92.5% | 14,196 | +99.7% | 0.06% | +52.5% |
| Q1 2021 | $173,000 | +154.4% | 7,107 | +194.7% | 0.04% | +135.3% |
| Q4 2020 | $68,000 | – | 2,412 | – | 0.02% | – |
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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% |