ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 563 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,892 | -20.5% | 14,151 | 0.0% | 0.14% | -19.5% |
| Q2 2023 | $260,384 | -6.6% | 14,151 | +0.4% | 0.17% | -15.1% |
| Q1 2023 | $278,875 | -0.4% | 14,099 | 0.0% | 0.20% | -1.0% |
| Q4 2022 | $279,862 | +4.4% | 14,099 | +0.1% | 0.21% | -14.1% |
| Q3 2022 | $268,000 | 0.0% | 14,085 | 0.0% | 0.24% | -9.1% |
| Q2 2022 | $268,000 | -15.2% | 14,085 | -4.1% | 0.26% | -18.7% |
| Q1 2022 | $316,000 | +26.4% | 14,687 | +24.2% | 0.33% | +39.3% |
| Q4 2021 | $250,000 | – | 11,828 | – | 0.23% | – |
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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% |