ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 377 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234 | +3.5% | 16,034 | +30.5% | 0.03% | +7.7% |
| Q2 2023 | $226 | -7.0% | 12,283 | +0.0% | 0.03% | -13.3% |
| Q1 2023 | $243 | +1.7% | 12,280 | +2.1% | 0.03% | -11.8% |
| Q4 2022 | $239 | -99.9% | 12,030 | +10.0% | 0.03% | +9.7% |
| Q3 2022 | $209,000 | +46.2% | 10,933 | +45.2% | 0.03% | +47.6% |
| Q2 2022 | $143,000 | -10.6% | 7,529 | +1.1% | 0.02% | +5.0% |
| Q1 2022 | $160,000 | +21.2% | 7,447 | +19.2% | 0.02% | +17.6% |
| Q4 2021 | $132,000 | +34.7% | 6,247 | +38.6% | 0.02% | +21.4% |
| Q3 2021 | $98,000 | +157.9% | 4,506 | +176.4% | 0.01% | +133.3% |
| Q2 2021 | $38,000 | -11.6% | 1,630 | -7.0% | 0.01% | -14.3% |
| Q1 2021 | $43,000 | 0.0% | 1,753 | +15.4% | 0.01% | -12.5% |
| Q4 2020 | $43,000 | – | 1,519 | – | 0.01% | – |
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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% |