ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 377 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,954,383 | -0.2% | 475,676 | +25.6% | 0.01% | 0.0% |
| Q2 2023 | $6,965,798 | +38.3% | 378,576 | +48.7% | 0.01% | +40.0% |
| Q1 2023 | $5,036,344 | -64.2% | 254,618 | -64.1% | 0.01% | -66.7% |
| Q4 2022 | $14,082,960 | +40.7% | 709,469 | +35.3% | 0.02% | +36.4% |
| Q3 2022 | $10,007,000 | -1.2% | 524,217 | -1.4% | 0.01% | 0.0% |
| Q2 2022 | $10,125,000 | -18.1% | 531,489 | -7.4% | 0.01% | 0.0% |
| Q1 2022 | $12,356,000 | +257.6% | 574,142 | +251.8% | 0.01% | +1000.0% |
| Q4 2021 | $3,455,000 | -53.3% | 163,213 | -52.3% | 0.00% | -75.0% |
| Q3 2021 | $7,406,000 | -48.1% | 342,069 | -43.8% | 0.00% | -42.9% |
| Q2 2021 | $14,273,000 | -56.1% | 608,386 | -54.6% | 0.01% | -58.8% |
| Q1 2021 | $32,546,000 | +1929.1% | 1,339,364 | +2259.7% | 0.02% | +1600.0% |
| Q4 2020 | $1,604,000 | -23.6% | 56,761 | -50.0% | 0.00% | 0.0% |
| Q3 2020 | $2,100,000 | +47.7% | 113,580 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,422,000 | +31.1% | 113,580 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,085,000 | +933.3% | 113,580 | +792.8% | 0.00% | – |
| Q4 2018 | $105,000 | -3.7% | 12,722 | 0.0% | 0.00% | – |
| Q3 2018 | $109,000 | -1.8% | 12,722 | 0.0% | 0.00% | – |
| Q2 2018 | $111,000 | -8.3% | 12,722 | 0.0% | 0.00% | – |
| Q1 2018 | $121,000 | +1.7% | 12,722 | 0.0% | 0.00% | – |
| Q4 2017 | $119,000 | – | 12,722 | – | 0.00% | – |
Download | ||||||
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% |