ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 549 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,164 | +40.0% | 24,361 | +76.2% | 0.06% | +37.0% |
| Q2 2023 | $254,370 | -2.0% | 13,824 | +5.4% | 0.05% | -8.0% |
| Q1 2023 | $259,537 | -3.6% | 13,121 | -3.3% | 0.05% | -9.1% |
| Q4 2022 | $269,269 | +6.4% | 13,565 | +2.4% | 0.06% | -6.8% |
| Q3 2022 | $253,000 | -1.9% | 13,249 | -2.0% | 0.06% | -1.7% |
| Q2 2022 | $258,000 | -16.2% | 13,525 | -5.6% | 0.06% | -7.7% |
| Q1 2022 | $308,000 | +10.0% | 14,327 | +8.4% | 0.06% | +10.2% |
| Q4 2021 | $280,000 | +12.9% | 13,219 | +15.3% | 0.06% | -3.3% |
| Q3 2021 | $248,000 | +17.5% | 11,461 | +27.3% | 0.06% | +10.9% |
| Q2 2021 | $211,000 | – | 9,001 | – | 0.06% | – |
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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% |