ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,003 | -20.5% | 3,420 | 0.0% | 0.02% | -19.0% |
| Q2 2023 | $62,931 | -6.4% | 3,420 | +0.6% | 0.02% | -8.7% |
| Q1 2023 | $67,232 | +10.2% | 3,399 | +5.6% | 0.02% | -4.2% |
| Q3 2022 | $61,000 | +1.7% | 3,220 | +3.0% | 0.02% | -4.0% |
| Q2 2022 | $60,000 | +3.4% | 3,125 | +16.3% | 0.02% | +19.0% |
| Q1 2022 | $58,000 | -12.1% | 2,688 | -13.2% | 0.02% | -22.2% |
| Q4 2021 | $66,000 | +6.5% | 3,095 | +8.6% | 0.03% | 0.0% |
| Q3 2021 | $62,000 | +113.8% | 2,851 | +131.8% | 0.03% | +107.7% |
| Q2 2021 | $29,000 | +52.6% | 1,230 | +54.9% | 0.01% | +44.4% |
| Q1 2021 | $19,000 | +216.7% | 794 | +295.0% | 0.01% | +350.0% |
| Q4 2020 | $6,000 | +500.0% | 201 | +229.5% | 0.00% | – |
| Q3 2020 | $1,000 | – | 61 | – | 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% |