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 | $20,594,168 | -9.4% | 1,465,502 | +18.6% | 0.03% | -26.2% |
| Q2 2023 | $22,739,818 | -8.6% | 1,236,015 | -1.8% | 0.04% | -31.1% |
| Q1 2023 | $24,885,094 | -9.9% | 1,258,169 | -9.6% | 0.06% | -12.9% |
| Q4 2022 | $27,630,671 | +115.3% | 1,392,270 | +106.6% | 0.07% | +1.4% |
| Q3 2022 | $12,834,000 | -0.9% | 673,746 | -0.8% | 0.07% | +16.9% |
| Q2 2022 | $12,949,000 | -8.2% | 679,381 | +3.2% | 0.06% | +40.5% |
| Q1 2022 | $14,101,000 | +2.6% | 658,092 | +1.2% | 0.04% | -10.6% |
| Q4 2021 | $13,749,000 | – | 650,199 | – | 0.05% | – |
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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% |