ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 533 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215 | -15.7% | 14,725 | +6.3% | 0.03% | -12.8% |
| Q2 2023 | $255 | -6.9% | 13,850 | 0.0% | 0.04% | -17.0% |
| Q1 2023 | $274 | -99.9% | 13,850 | 0.0% | 0.05% | -6.0% |
| Q4 2022 | $274,923 | +9.5% | 13,850 | +5.4% | 0.05% | +6.4% |
| Q3 2022 | $251,000 | +0.4% | 13,135 | 0.0% | 0.05% | +11.9% |
| Q2 2022 | $250,000 | -21.9% | 13,135 | -11.6% | 0.04% | -6.7% |
| Q1 2022 | $320,000 | -1.2% | 14,860 | -2.8% | 0.04% | +2.3% |
| Q4 2021 | $324,000 | -9.7% | 15,285 | -7.8% | 0.04% | -18.5% |
| Q3 2021 | $359,000 | +5.3% | 16,585 | +14.2% | 0.05% | +5.9% |
| Q2 2021 | $341,000 | +13.3% | 14,525 | +17.2% | 0.05% | +2.0% |
| Q1 2021 | $301,000 | +43.3% | 12,390 | +66.3% | 0.05% | +31.6% |
| Q4 2020 | $210,000 | – | 7,450 | – | 0.04% | – |
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% |