ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 533 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $859,316 | -16.4% | 58,777 | +5.3% | 0.04% | -15.7% |
| Q2 2023 | $1,027,507 | +28.0% | 55,843 | +37.6% | 0.05% | +15.9% |
| Q1 2023 | $802,606 | +20.8% | 40,577 | +21.3% | 0.04% | +7.3% |
| Q4 2022 | $664,273 | +47.9% | 33,465 | +41.9% | 0.04% | +36.7% |
| Q3 2022 | $449,000 | 0.0% | 23,588 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $449,000 | -38.2% | 23,588 | -31.2% | 0.03% | -30.2% |
| Q4 2021 | $726,000 | -36.5% | 34,272 | -35.1% | 0.04% | +16.2% |
| Q3 2021 | $1,143,000 | +5.6% | 52,817 | +14.5% | 0.04% | +5.7% |
| Q2 2021 | $1,082,000 | -12.2% | 46,110 | -9.1% | 0.04% | -20.5% |
| Q1 2021 | $1,233,000 | – | 50,753 | – | 0.04% | – |
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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% |