ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 509 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.63 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,144 | -20.5% | 2,130 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $39,197 | -6.5% | 2,130 | +0.5% | 0.01% | -10.0% |
| Q1 2023 | $41,929 | -0.4% | 2,120 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $42,077 | +5.2% | 2,120 | +0.2% | 0.01% | -8.3% |
| Q3 2022 | $40,000 | 0.0% | 2,116 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $40,000 | +21.2% | 2,116 | +35.7% | 0.01% | +50.0% |
| Q1 2022 | $33,000 | 0.0% | 1,559 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $33,000 | +17.9% | 1,558 | +18.4% | 0.01% | +14.3% |
| Q3 2021 | $28,000 | -69.2% | 1,316 | -66.2% | 0.01% | -69.6% |
| Q2 2021 | $91,000 | -15.0% | 3,889 | -12.1% | 0.02% | -23.3% |
| Q1 2021 | $107,000 | -21.3% | 4,422 | -0.6% | 0.03% | -18.9% |
| Q4 2020 | $136,000 | – | 4,447 | – | 0.04% | – |
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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% |