ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 501 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $108,363 | -98.5% | 7,412 | -98.1% | 0.00% | -98.1% |
| Q3 2022 | $7,460,000 | -69.4% | 390,766 | -20.4% | 0.10% | -69.3% |
| Q2 2022 | $24,384,000 | +51.7% | 490,800 | -34.3% | 0.34% | +74.1% |
| Q1 2022 | $16,075,000 | +545.1% | 747,022 | +534.5% | 0.19% | +589.3% |
| Q4 2021 | $2,492,000 | +42.3% | 117,741 | +45.6% | 0.03% | +40.0% |
| Q3 2021 | $1,751,000 | -61.6% | 80,870 | -58.3% | 0.02% | -66.1% |
| Q2 2021 | $4,555,000 | -48.3% | 194,132 | -46.4% | 0.06% | -68.9% |
| Q1 2021 | $8,809,000 | +146.7% | 362,500 | +186.6% | 0.19% | +134.6% |
| Q4 2020 | $3,571,000 | – | 126,500 | – | 0.08% | – |
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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% |