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 | $2,663,282 | -19.6% | 182,167 | +1.2% | 0.05% | -15.5% |
| Q2 2023 | $3,310,859 | -7.9% | 179,938 | -1.0% | 0.06% | -13.4% |
| Q1 2023 | $3,596,479 | +2.8% | 181,824 | +3.2% | 0.07% | -1.5% |
| Q4 2022 | $3,498,781 | +17.8% | 176,261 | +13.3% | 0.07% | +6.2% |
| Q3 2022 | $2,970,000 | +10.0% | 155,551 | +9.7% | 0.06% | +12.3% |
| Q2 2022 | $2,701,000 | -0.8% | 141,756 | +12.0% | 0.06% | +16.3% |
| Q1 2022 | $2,724,000 | +935.7% | 126,546 | +918.8% | 0.05% | +1125.0% |
| Q4 2021 | $263,000 | +1.5% | 12,421 | +3.6% | 0.00% | -20.0% |
| Q3 2021 | $259,000 | -7.8% | 11,986 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $281,000 | -41.9% | 11,986 | -39.8% | 0.01% | -50.0% |
| Q1 2021 | $484,000 | +61.9% | 19,911 | +88.0% | 0.01% | +66.7% |
| Q4 2020 | $299,000 | – | 10,591 | – | 0.01% | – |
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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% |