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 | $73,348 | -20.5% | 5,017 | 0.0% | 0.00% | – |
| Q2 2023 | $92,312 | -7.0% | 5,017 | 0.0% | 0.00% | – |
| Q1 2023 | $99,236 | -0.4% | 5,017 | 0.0% | 0.00% | – |
| Q4 2022 | $99,587 | +3.7% | 5,017 | 0.0% | 0.00% | – |
| Q3 2022 | $96,000 | 0.0% | 5,017 | 0.0% | 0.00% | – |
| Q2 2022 | $96,000 | -9.4% | 5,017 | 0.0% | 0.00% | – |
| Q1 2022 | $106,000 | -7.0% | 5,017 | -5.6% | 0.00% | – |
| Q4 2021 | $114,000 | +2.7% | 5,317 | +6.0% | 0.00% | – |
| Q3 2021 | $111,000 | -5.9% | 5,017 | 0.0% | 0.00% | – |
| Q2 2021 | $118,000 | -46.6% | 5,017 | -79.9% | 0.00% | -100.0% |
| Q2 2016 | $221,000 | -41.2% | 25,000 | -37.5% | 0.00% | 0.0% |
| Q1 2016 | $376,000 | -4.6% | 40,000 | 0.0% | 0.00% | -50.0% |
| Q4 2015 | $394,000 | +8.2% | 40,000 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $364,000 | – | 40,000 | – | 0.00% | – |
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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% |