SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 533 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$876
-20.5%
59,9120.0%0.03%
-18.9%
Q2 2023$1,102
-7.0%
59,9120.0%0.04%
-11.9%
Q1 2023$1,185
-0.3%
59,9120.0%0.04%
-2.3%
Q4 2022$1,189
-99.9%
59,912
-0.1%
0.04%
-20.4%
Q3 2022$1,145,000
-0.1%
59,962
-0.3%
0.05%
-6.9%
Q2 2022$1,146,000
-11.1%
60,164
+0.4%
0.06%
-1.7%
Q1 2022$1,289,000
+1.7%
59,9120.0%0.06%
+3.5%
Q4 2021$1,268,000
-2.2%
59,9120.0%0.06%
-10.9%
Q3 2021$1,297,000
-7.7%
59,9120.0%0.06%
+1.6%
Q2 2021$1,405,000
-36.4%
59,912
-34.1%
0.06%
-41.7%
Q1 2021$2,210,000
+15.8%
90,950
+34.5%
0.11%
+4.9%
Q4 2020$1,909,000
+71.5%
67,608
+12.3%
0.10%
+49.3%
Q3 2020$1,113,000
+68.6%
60,196
+14.2%
0.07%
+46.8%
Q2 2020$660,000
+31.2%
52,7050.0%0.05%
+17.5%
Q1 2020$503,000
-18.7%
52,7050.0%0.04%
+5.3%
Q4 2019$619,00052,7050.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,136,648$24,608,0009.63%
Arosa Capital Management LP 2,300,000$49,795,0009.24%
ELEMENT POINTE ADVISORS, LLC 676,347$14,643,0004.94%
SPX Gestao de Recursos Ltda 1,085,000$23,490,250,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 517,951$11,214,0004.19%
PENOBSCOT WEALTH MANAGEMENT 181,816$3,936,0003.64%
Total Wealth Planning, LLC 458,692$9,931,0003.60%
Coastal Bridge Advisors, LLC 710,176$15,375,0003.55%
AMARILLO NATIONAL BANK 547,908$11,862,0002.46%
BOURGEON CAPITAL MANAGEMENT LLC 510,744$11,058,0002.36%
View complete list of ISHARES TR shareholders