ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 563 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $797,463 | -20.7% | 54,546 | -0.2% | 0.08% | -18.5% |
| Q2 2023 | $1,005,652 | -7.1% | 54,655 | -0.2% | 0.09% | -8.0% |
| Q1 2023 | $1,082,738 | -2.2% | 54,739 | -1.9% | 0.10% | +7.5% |
| Q4 2022 | $1,107,412 | +3.7% | 55,789 | -0.3% | 0.09% | -13.1% |
| Q3 2022 | $1,068,000 | +0.8% | 55,934 | +0.6% | 0.11% | +16.3% |
| Q2 2022 | $1,059,000 | -11.2% | 55,609 | +0.4% | 0.09% | 0.0% |
| Q1 2022 | $1,192,000 | -0.2% | 55,389 | -1.8% | 0.09% | +7.0% |
| Q4 2021 | $1,194,000 | -2.1% | 56,389 | +0.1% | 0.09% | -9.5% |
| Q3 2021 | $1,219,000 | +0.9% | 56,309 | +9.4% | 0.10% | +4.4% |
| Q2 2021 | $1,208,000 | -1.7% | 51,474 | +1.8% | 0.09% | -6.2% |
| Q1 2021 | $1,229,000 | -14.4% | 50,584 | -0.5% | 0.10% | -19.2% |
| Q4 2020 | $1,436,000 | – | 50,854 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Financial Advisors, LLC | 1,232,628 | $24,467,661 | 10.32% |
| Arosa Capital Management LP | 2,000,000 | $39,700,000 | 8.42% |
| ELEMENT POINTE ADVISORS, LLC | 812,290 | $16,123,957 | 4.98% |
| Total Wealth Planning, LLC | 844,771 | $16,768,711 | 4.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 589,577 | $11,703,109 | 3.84% |
| Arosa Capital Management LP | 822,800 | $16,332,580 | 3.46% |
| MIRABELLA FINANCIAL SERVICES LLP | 1,764,838 | $35,032,034 | 3.13% |
| CONSILIO WEALTH ADVISORS, LLC | 225,062 | $4,467,471 | 2.85% |
| Coastal Bridge Advisors, LLC | 502,834 | $9,981,256 | 2.83% |
| BOURGEON CAPITAL MANAGEMENT LLC | 570,060 | $11,315,691 | 2.78% |