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 | $253,396 | -12.3% | 17,332 | +10.4% | 0.08% | -8.1% |
| Q2 2023 | $288,772 | -12.9% | 15,694 | -6.3% | 0.09% | -15.7% |
| Q1 2023 | $331,476 | +0.1% | 16,758 | +0.5% | 0.10% | -8.1% |
| Q4 2022 | $331,141 | -9.0% | 16,682 | -12.6% | 0.11% | -29.3% |
| Q3 2022 | $364,000 | 0.0% | 19,086 | 0.0% | 0.16% | -6.0% |
| Q2 2022 | $364,000 | +47.4% | 19,086 | +66.5% | 0.17% | +62.1% |
| Q1 2022 | $247,000 | +3.8% | 11,461 | +2.1% | 0.10% | -4.6% |
| Q4 2021 | $238,000 | +7.7% | 11,221 | +10.0% | 0.11% | -10.7% |
| Q3 2021 | $221,000 | -3.1% | 10,199 | +5.1% | 0.12% | -7.6% |
| Q2 2021 | $228,000 | +11.8% | 9,705 | +15.8% | 0.13% | -2.2% |
| Q1 2021 | $204,000 | -1.9% | 8,378 | +13.8% | 0.13% | -8.8% |
| Q4 2020 | $208,000 | – | 7,363 | – | 0.15% | – |
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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% |