ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 518 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 2.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,509,780 | +30.3% | 240,067 | +64.0% | 0.02% | +36.4% |
| Q2 2023 | $2,693,042 | -43.0% | 146,361 | -38.7% | 0.01% | -47.6% |
| Q1 2023 | $4,721,921 | -8.1% | 238,722 | -7.8% | 0.02% | -16.0% |
| Q4 2022 | $5,140,733 | +7.1% | 258,979 | +3.0% | 0.02% | -3.8% |
| Q3 2022 | $4,798,000 | +1.7% | 251,346 | +1.5% | 0.03% | +8.3% |
| Q2 2022 | $4,719,000 | -28.9% | 247,721 | -19.7% | 0.02% | -17.2% |
| Q1 2022 | $6,640,000 | +88.2% | 308,535 | +85.1% | 0.03% | +93.3% |
| Q4 2021 | $3,529,000 | -22.6% | 166,714 | -20.9% | 0.02% | -28.6% |
| Q3 2021 | $4,562,000 | -12.1% | 210,688 | -4.7% | 0.02% | -16.0% |
| Q2 2021 | $5,189,000 | – | 221,183 | – | 0.02% | – |
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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% |