ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 563 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,701,304 | -3.2% | 146,810 | +4.0% | 1.80% | -14.9% |
| Q1 2023 | $2,791,729 | +10.2% | 141,139 | +10.6% | 2.11% | +12.4% |
| Q4 2022 | $2,533,436 | -5.9% | 127,629 | -9.5% | 1.88% | -11.1% |
| Q3 2022 | $2,693,000 | +6.9% | 141,056 | +6.7% | 2.11% | +20.1% |
| Q2 2022 | $2,518,000 | -7.6% | 132,225 | +4.4% | 1.76% | -3.4% |
| Q1 2022 | $2,724,000 | -0.1% | 126,647 | -1.7% | 1.82% | +15.7% |
| Q4 2021 | $2,728,000 | -2.7% | 128,845 | -0.5% | 1.58% | -14.4% |
| Q3 2021 | $2,804,000 | -6.6% | 129,496 | +1.2% | 1.84% | -2.6% |
| Q2 2021 | $3,002,000 | +11.4% | 127,975 | +15.4% | 1.89% | +0.3% |
| Q1 2021 | $2,694,000 | – | 110,881 | – | 1.88% | – |
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% |