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 | $1,343,329 | -26.1% | 91,883 | -7.0% | 0.75% | -25.0% |
| Q2 2023 | $1,817,810 | -8.2% | 98,794 | -1.4% | 1.00% | -12.4% |
| Q1 2023 | $1,981,244 | -1.2% | 100,164 | -0.8% | 1.14% | -3.1% |
| Q4 2022 | $2,004,453 | +3.5% | 100,980 | -0.5% | 1.18% | -0.3% |
| Q3 2022 | $1,937,000 | -5.0% | 101,461 | -5.2% | 1.18% | +2.9% |
| Q2 2022 | $2,039,000 | -11.5% | 107,027 | 0.0% | 1.15% | +4.1% |
| Q1 2022 | $2,303,000 | +1.6% | 107,027 | 0.0% | 1.10% | +7.7% |
| Q4 2021 | $2,266,000 | -2.2% | 107,027 | 0.0% | 1.02% | -6.5% |
| Q3 2021 | $2,317,000 | -7.7% | 107,027 | 0.0% | 1.09% | -7.4% |
| Q2 2021 | $2,511,000 | -3.5% | 107,027 | 0.0% | 1.18% | -7.6% |
| Q1 2021 | $2,601,000 | -47.0% | 107,027 | -38.4% | 1.28% | -48.3% |
| Q4 2020 | $4,905,000 | +155.9% | 173,692 | +67.6% | 2.48% | +31.9% |
| Q3 2020 | $1,917,000 | -10.7% | 103,655 | -39.5% | 1.88% | +9.9% |
| Q2 2020 | $2,146,000 | – | 171,442 | – | 1.71% | – |
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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% |