ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 120 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,233 | -20.5% | 19,031 | 0.0% | 0.00% | – |
| Q2 2023 | $350,170 | -43.4% | 19,031 | -39.2% | 0.00% | – |
| Q1 2023 | $619,074 | -3.5% | 31,298 | -3.2% | 0.00% | – |
| Q4 2022 | $641,611 | +3.8% | 32,323 | 0.0% | 0.00% | – |
| Q3 2022 | $618,000 | -2.7% | 32,323 | -3.0% | 0.00% | – |
| Q2 2022 | $635,000 | -11.4% | 33,337 | 0.0% | 0.00% | – |
| Q1 2022 | $717,000 | +1.6% | 33,337 | 0.0% | 0.00% | – |
| Q4 2021 | $706,000 | -2.2% | 33,337 | 0.0% | 0.00% | – |
| Q3 2021 | $722,000 | -6.5% | 33,337 | +1.3% | 0.00% | – |
| Q2 2021 | $772,000 | -3.5% | 32,903 | 0.0% | 0.00% | – |
| Q1 2021 | $800,000 | -1.6% | 32,903 | +14.2% | 0.00% | – |
| Q4 2020 | $813,000 | +131.6% | 28,811 | +51.9% | 0.00% | – |
| Q3 2020 | $351,000 | +46.2% | 18,966 | -1.1% | 0.00% | – |
| Q2 2020 | $240,000 | +32.6% | 19,182 | +1.1% | 0.00% | – |
| Q1 2020 | $181,000 | -18.5% | 18,966 | 0.0% | 0.00% | – |
| Q4 2019 | $222,000 | +7.8% | 18,966 | 0.0% | 0.00% | – |
| Q3 2019 | $206,000 | +50.4% | 18,966 | +46.3% | 0.00% | – |
| Q2 2019 | $137,000 | +8.7% | 12,966 | 0.0% | 0.00% | – |
| Q1 2019 | $126,000 | – | 12,966 | – | 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% |