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 | $1,808,288 | -19.8% | 123,686 | +2.8% | 0.36% | -15.5% |
| Q2 2023 | $2,255,114 | +1.3% | 120,337 | +6.9% | 0.43% | -6.3% |
| Q1 2023 | $2,226,971 | +2.1% | 112,587 | +2.5% | 0.46% | -2.3% |
| Q4 2022 | $2,180,761 | +89.5% | 109,862 | +102.0% | 0.47% | +112.6% |
| Q4 2021 | $1,151,000 | +2.7% | 54,391 | +5.1% | 0.22% | -1.3% |
| Q3 2021 | $1,121,000 | +1.8% | 51,773 | +10.4% | 0.22% | +6.6% |
| Q2 2021 | $1,101,000 | – | 46,913 | – | 0.21% | – |
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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% |