ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 566 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $163,657 | -27.4% | 11,194 | -8.6% | 0.00% | -25.0% |
| Q2 2023 | $225,456 | -16.7% | 12,253 | -10.4% | 0.00% | -20.0% |
| Q1 2023 | $270,552 | -1.2% | 13,678 | -0.8% | 0.01% | -16.7% |
| Q4 2022 | $273,792 | -10.5% | 13,793 | -14.0% | 0.01% | -14.3% |
| Q3 2022 | $306,000 | 0.0% | 16,044 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $306,000 | -16.6% | 16,044 | -5.9% | 0.01% | 0.0% |
| Q1 2022 | $367,000 | -4.2% | 17,044 | -5.8% | 0.01% | 0.0% |
| Q4 2021 | $383,000 | -2.3% | 18,094 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $392,000 | -5.8% | 18,094 | +1.9% | 0.01% | 0.0% |
| Q2 2021 | $416,000 | -9.4% | 17,750 | -6.1% | 0.01% | -25.0% |
| Q1 2021 | $459,000 | +27.5% | 18,902 | +48.4% | 0.01% | +33.3% |
| Q4 2020 | $360,000 | +93.5% | 12,733 | -34.7% | 0.01% | +20.0% |
| Q1 2020 | $186,000 | – | 19,513 | – | 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% |