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 | $917,740 | -27.3% | 62,773 | -8.5% | 0.01% | -23.5% |
| Q2 2023 | $1,261,922 | -17.5% | 68,583 | -11.3% | 0.02% | -26.1% |
| Q1 2023 | $1,529,345 | +6.5% | 77,318 | +6.9% | 0.02% | 0.0% |
| Q4 2022 | $1,435,706 | -2.0% | 72,328 | -5.8% | 0.02% | -8.0% |
| Q3 2022 | $1,465,605 | +58.1% | 76,759 | +57.8% | 0.02% | +47.1% |
| Q2 2022 | $927,000 | -41.4% | 48,641 | -33.8% | 0.02% | -34.6% |
| Q1 2022 | $1,583,000 | – | 73,527 | – | 0.03% | – |
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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% |