ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 549 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,709 | -86.8% | 14,002 | -83.4% | 0.07% | -86.2% |
| Q2 2023 | $1,550,237 | -6.1% | 84,252 | +0.9% | 0.51% | -7.9% |
| Q1 2023 | $1,651,243 | +11.9% | 83,480 | +12.3% | 0.56% | +5.5% |
| Q4 2022 | $1,475,955 | +85.2% | 74,355 | +78.1% | 0.53% | +77.2% |
| Q3 2022 | $797,000 | +40.8% | 41,749 | +40.6% | 0.30% | +52.8% |
| Q2 2022 | $566,000 | -14.2% | 29,699 | -3.2% | 0.20% | +4.3% |
| Q1 2022 | $660,000 | -2.9% | 30,692 | -4.4% | 0.19% | -2.1% |
| Q4 2021 | $680,000 | -1.2% | 32,115 | +1.0% | 0.19% | -6.8% |
| Q3 2021 | $688,000 | +3.3% | 31,800 | +12.0% | 0.20% | +5.1% |
| Q2 2021 | $666,000 | +1259.2% | 28,400 | +1320.0% | 0.20% | +1118.8% |
| Q1 2021 | $49,000 | -12.5% | 2,000 | 0.0% | 0.02% | -15.8% |
| Q4 2020 | $56,000 | +51.4% | 2,000 | 0.0% | 0.02% | +35.7% |
| Q3 2020 | $37,000 | +48.0% | 2,000 | 0.0% | 0.01% | +40.0% |
| Q2 2020 | $25,000 | +31.6% | 2,000 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $19,000 | – | 2,000 | – | 0.01% | – |
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% |