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 | $643,996 | -25.5% | 44,049 | -6.3% | 0.50% | -20.1% |
| Q2 2023 | $864,763 | -11.7% | 46,998 | -5.0% | 0.62% | -15.1% |
| Q1 2023 | $978,892 | -0.3% | 49,489 | +0.1% | 0.73% | -8.6% |
| Q4 2022 | $981,364 | +3.2% | 49,439 | -0.8% | 0.80% | -5.4% |
| Q3 2022 | $951,000 | +0.4% | 49,832 | +0.3% | 0.85% | +8.0% |
| Q2 2022 | $947,000 | -11.2% | 49,689 | +0.3% | 0.79% | +5.2% |
| Q1 2022 | $1,067,000 | +4.6% | 49,564 | +2.9% | 0.75% | +10.3% |
| Q4 2021 | $1,020,000 | +3.6% | 48,189 | +5.9% | 0.68% | -5.4% |
| Q3 2021 | $985,000 | -0.9% | 45,500 | +7.4% | 0.72% | 0.0% |
| Q2 2021 | $994,000 | +4.2% | 42,380 | +7.9% | 0.72% | -3.4% |
| Q1 2021 | $954,000 | -11.1% | 39,260 | +3.3% | 0.74% | -14.1% |
| Q4 2020 | $1,073,000 | +89.9% | 37,990 | +24.4% | 0.86% | +68.2% |
| Q3 2020 | $565,000 | +198.9% | 30,540 | +101.9% | 0.51% | +174.3% |
| Q2 2020 | $189,000 | +67.3% | 15,130 | +27.7% | 0.19% | +35.5% |
| Q1 2020 | $113,000 | – | 11,850 | – | 0.14% | – |
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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% |