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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,611,184 | -14.2% | 1,136,196 | +8.0% | 3.39% | -15.8% |
| Q2 2023 | $19,362,337 | -0.0% | 1,052,301 | +7.5% | 4.03% | -5.6% |
| Q1 2023 | $19,363,272 | +15.5% | 978,932 | +15.9% | 4.27% | +2.8% |
| Q4 2022 | $16,768,711 | +13.0% | 844,771 | +8.6% | 4.16% | -1.4% |
| Q3 2022 | $14,846,000 | +10.3% | 777,703 | +10.1% | 4.22% | +8.3% |
| Q2 2022 | $13,456,000 | -5.9% | 706,369 | +6.4% | 3.89% | +0.9% |
| Q1 2022 | $14,293,000 | +43.9% | 664,159 | +44.8% | 3.86% | +7.1% |
| Q3 2021 | $9,931,000 | – | 458,692 | – | 3.60% | – |
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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% |