EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 549 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,170
+728.8%
1,106
+943.4%
0.00%
Q2 2023$1,951
-7.0%
1060.0%0.00%
Q1 2023$2,097
-83.5%
106
-83.5%
0.00%
-100.0%
Q4 2022$12,724
+27.2%
641
+18.7%
0.00%
+50.0%
Q3 2022$10,0000.0%5400.0%0.00%0.0%
Q2 2022$10,000
+11.1%
540
+25.6%
0.00%0.0%
Q1 2022$9,000
-71.9%
430
-71.8%
0.00%
-66.7%
Q4 2021$32,0001,5250.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,232,628$24,467,66110.32%
Arosa Capital Management LP 2,000,000$39,700,0008.42%
ELEMENT POINTE ADVISORS, LLC 812,290$16,123,9574.98%
Total Wealth Planning, LLC 844,771$16,768,7114.16%
TOBIAS FINANCIAL ADVISORS, INC. 589,577$11,703,1093.84%
Arosa Capital Management LP 822,800$16,332,5803.46%
MIRABELLA FINANCIAL SERVICES LLP 1,764,838$35,032,0343.13%
CONSILIO WEALTH ADVISORS, LLC 225,062$4,467,4712.85%
Coastal Bridge Advisors, LLC 502,834$9,981,2562.83%
BOURGEON CAPITAL MANAGEMENT LLC 570,060$11,315,6912.78%
View complete list of ISHARES TR shareholders