FIRST UNITED BANK & TRUST - 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
FIRST UNITED BANK & TRUST ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$234,000
-17.6%
10,895
-18.9%
0.09%
-12.4%
Q4 2021$284,000
-4.1%
13,435
-1.7%
0.10%
-13.2%
Q3 2021$296,000
-2.0%
13,670
+6.0%
0.12%
-4.0%
Q2 2021$302,000
+23.8%
12,900
+28.2%
0.13%
+21.2%
Q1 2021$244,000
+16.7%
10,060
+36.0%
0.10%
+3.0%
Q4 2020$209,0007,3950.10%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,325,279$24,385,1418.90%
Total Wealth Planning, LLC 1,052,301$19,362,3374.03%
ELEMENT POINTE ADVISORS, LLC 797,982$14,682,8653.78%
TOBIAS FINANCIAL ADVISORS, INC. 638,501$11,748,4223.17%
Stelac Advisory Services LLC 284,769$5,246,8242.34%
BBJS FINANCIAL ADVISORS, LLC 304,522$5,603,2042.24%
BOURGEON CAPITAL MANAGEMENT LLC 488,311$8,984,9232.10%
PENOBSCOT WEALTH MANAGEMENT 149,873$2,7592.02%
First Affirmative Financial Network 100,097$1,841,7791.84%
LFA - Lugano Financial Advisors SA 146,810$2,701,3041.80%
View complete list of ISHARES TR shareholders