ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 501 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $111,098 | -38.8% | 7,599 | -23.0% | 0.00% | – |
| Q2 2023 | $181,480 | -39.0% | 9,863 | -34.2% | 0.00% | – |
| Q1 2023 | $297,724 | +56.8% | 14,998 | +56.8% | 0.00% | – |
| Q4 2022 | $189,896 | +15.8% | 9,567 | +12.6% | 0.00% | – |
| Q3 2022 | $164,000 | +69.1% | 8,496 | +67.2% | 0.00% | – |
| Q2 2022 | $97,000 | +14.1% | 5,082 | +30.0% | 0.00% | – |
| Q1 2022 | $85,000 | +7.6% | 3,910 | +5.1% | 0.00% | – |
| Q4 2021 | $79,000 | -80.7% | 3,720 | -80.3% | 0.00% | – |
| Q3 2021 | $409,000 | -11.9% | 18,890 | -4.4% | 0.00% | – |
| Q2 2021 | $464,000 | +136.7% | 19,756 | +145.0% | 0.00% | – |
| Q1 2021 | $196,000 | -8.0% | 8,065 | +6.8% | 0.00% | – |
| Q4 2020 | $213,000 | +2266.7% | 7,551 | +1456.9% | 0.00% | – |
| Q3 2020 | $9,000 | +125.0% | 485 | +70.2% | 0.00% | – |
| Q2 2020 | $4,000 | -42.9% | 285 | -63.4% | 0.00% | – |
| Q1 2020 | $7,000 | +16.7% | 779 | +53.0% | 0.00% | – |
| Q4 2019 | $6,000 | +20.0% | 509 | +11.1% | 0.00% | – |
| Q3 2019 | $5,000 | +25.0% | 458 | +12.3% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 408 | +0.2% | 0.00% | – |
| Q1 2019 | $4,000 | – | 407 | – | 0.00% | – |
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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% |