ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 533 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,461 | -49.1% | 16,516 | -36.0% | 0.16% | -46.5% |
| Q2 2023 | $474,827 | -41.0% | 25,806 | -36.5% | 0.30% | -47.2% |
| Q1 2023 | $804,333 | -58.9% | 40,664 | -58.7% | 0.57% | -60.4% |
| Q4 2022 | $1,955,937 | -4.5% | 98,536 | -8.2% | 1.44% | -12.6% |
| Q3 2022 | $2,048,000 | +1.6% | 107,297 | +1.4% | 1.65% | +5.6% |
| Q2 2022 | $2,016,000 | -2.7% | 105,835 | +9.9% | 1.56% | +14.5% |
| Q1 2022 | $2,073,000 | +4.0% | 96,319 | +2.3% | 1.36% | +6.1% |
| Q4 2021 | $1,993,000 | -1.5% | 94,122 | +0.7% | 1.28% | -8.0% |
| Q3 2021 | $2,024,000 | +0.6% | 93,504 | +9.1% | 1.40% | -1.3% |
| Q2 2021 | $2,011,000 | +41.8% | 85,740 | +46.9% | 1.41% | +26.6% |
| Q1 2021 | $1,418,000 | – | 58,374 | – | 1.12% | – |
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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% |