ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 509 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.63 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,626 | -20.5% | 1,616 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $29,734 | -31.7% | 1,616 | -26.6% | 0.01% | -40.0% |
| Q1 2023 | $43,536 | -0.4% | 2,201 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $43,690 | +4.0% | 2,201 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $42,000 | 0.0% | 2,201 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $42,000 | -10.6% | 2,201 | 0.0% | 0.01% | -7.1% |
| Q1 2022 | $47,000 | 0.0% | 2,201 | 0.0% | 0.01% | +7.7% |
| Q4 2021 | $47,000 | -2.1% | 2,201 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $48,000 | +11.6% | 2,201 | +21.4% | 0.01% | +7.7% |
| Q2 2021 | $43,000 | +22.9% | 1,813 | +25.0% | 0.01% | +8.3% |
| Q1 2021 | $35,000 | +52.2% | 1,450 | +81.2% | 0.01% | +33.3% |
| Q4 2020 | $23,000 | +155.6% | 800 | +60.0% | 0.01% | +125.0% |
| Q3 2020 | $9,000 | +50.0% | 500 | 0.0% | 0.00% | +33.3% |
| Q2 2020 | $6,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -44.4% | 500 | -33.3% | 0.00% | -25.0% |
| Q4 2019 | $9,000 | +12.5% | 750 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | – | 750 | – | 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% |