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 | $11,902 | +15.1% | 814 | +44.8% | 0.00% | 0.0% |
| Q2 2023 | $10,342 | -6.4% | 562 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $11,048 | -1.9% | 559 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $11,267 | +12.7% | 568 | +5.8% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | 0.0% | 537 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 536 | +2.5% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | +10.0% | 523 | +9.2% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 479 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | -37.5% | 477 | -27.9% | 0.00% | -50.0% |
| Q2 2021 | $16,000 | +23.1% | 662 | +24.9% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | – | 530 | – | 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% |