ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 560 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,663,470 | -65.1% | 90,406 | -62.4% | 0.01% | -65.2% |
| Q1 2023 | $4,759,879 | -62.8% | 240,641 | -62.7% | 0.02% | -68.9% |
| Q4 2022 | $12,801,523 | -45.5% | 644,913 | -47.6% | 0.07% | -25.3% |
| Q3 2022 | $23,504,000 | -27.6% | 1,231,179 | -27.9% | 0.10% | +59.7% |
| Q2 2022 | $32,465,470 | -0.2% | 1,707,304 | +12.9% | 0.06% | -11.4% |
| Q1 2022 | $32,543,000 | +6.3% | 1,512,246 | +4.6% | 0.07% | +7.7% |
| Q4 2021 | $30,607,000 | +18.8% | 1,445,763 | +21.5% | 0.06% | +12.1% |
| Q3 2021 | $25,766,000 | -17.3% | 1,190,128 | -10.4% | 0.06% | -22.7% |
| Q2 2021 | $31,157,000 | -31.3% | 1,328,072 | -28.9% | 0.08% | -31.8% |
| Q1 2021 | $45,362,000 | – | 1,866,741 | – | 0.11% | – |
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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% |