ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 509 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.63 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,270,179 | -5.5% | 907,673 | +13.6% | 0.04% | -5.4% |
| Q2 2023 | $14,037,783 | +2.3% | 798,783 | +15.1% | 0.04% | -9.8% |
| Q1 2023 | $13,727,214 | +44.9% | 693,995 | +45.4% | 0.04% | +64.0% |
| Q4 2022 | $9,475,251 | +53.9% | 477,325 | +48.0% | 0.02% | +25.0% |
| Q3 2022 | $6,158,000 | -31.3% | 322,593 | -30.9% | 0.02% | -4.8% |
| Q2 2022 | $8,964,000 | -44.0% | 467,156 | -37.2% | 0.02% | -22.2% |
| Q1 2022 | $16,020,000 | +368.4% | 744,377 | +360.7% | 0.03% | +440.0% |
| Q4 2021 | $3,420,000 | +287.8% | 161,560 | +296.4% | 0.01% | +150.0% |
| Q3 2021 | $882,000 | +25.8% | 40,760 | +36.5% | 0.00% | +100.0% |
| Q2 2021 | $701,000 | -88.9% | 29,860 | -88.5% | 0.00% | -91.7% |
| Q1 2021 | $6,341,000 | – | 260,208 | – | 0.01% | – |
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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% |