Veritable, L.P. - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 47 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Veritable, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$5,672,633
-16.1%
308,295
-9.8%
0.09%
-20.7%
Q1 2023$6,762,803
+12.3%
341,901
+12.7%
0.11%
+7.8%
Q4 2022$6,023,047
+20.7%
303,428
+16.1%
0.10%
+6.2%
Q3 2022$4,990,000
+12.8%
261,376
+12.6%
0.10%
+21.2%
Q2 2022$4,422,000
-18.5%
232,147
-7.9%
0.08%
-3.6%
Q1 2022$5,426,000
+2.5%
252,131
+0.9%
0.08%
+6.4%
Q4 2021$5,292,000
-3.1%
249,962
-0.9%
0.08%
-11.4%
Q3 2021$5,463,000
-3.6%
252,342
+4.5%
0.09%
-3.3%
Q2 2021$5,666,000
-2.7%
241,512
+0.7%
0.09%
-8.1%
Q1 2021$5,826,000
+3.5%
239,765
+20.2%
0.10%
-3.9%
Q4 2020$5,631,000
+97.7%
199,395
+29.5%
0.10%
+80.7%
Q3 2020$2,848,000
+81.7%
154,025
+23.1%
0.06%
+67.6%
Q2 2020$1,567,000
+31.1%
125,1370.0%0.03%
+17.2%
Q1 2020$1,195,000
+25.7%
125,137
+54.6%
0.03%
+61.1%
Q4 2019$951,000
+7.8%
80,9520.0%0.02%
+5.9%
Q3 2019$882,000
+2.4%
80,9520.0%0.02%0.0%
Q2 2019$861,000
+9.0%
80,9520.0%0.02%
+6.2%
Q1 2019$790,000
+18.1%
80,9520.0%0.02%
+6.7%
Q4 2018$669,000
+173.1%
80,952
+184.5%
0.02%
+200.0%
Q3 2018$245,000
-1.2%
28,4520.0%0.01%0.0%
Q2 2018$248,000
-8.5%
28,4520.0%0.01%
-16.7%
Q1 2018$271,000
+2.3%
28,4520.0%0.01%
+20.0%
Q4 2017$265,000
+3.9%
28,4520.0%0.01%0.0%
Q3 2017$255,000
+4.5%
28,4520.0%0.01%
-16.7%
Q2 2017$244,0000.0%28,4520.0%0.01%0.0%
Q1 2017$244,000
+0.8%
28,452
-7.2%
0.01%0.0%
Q4 2016$242,000
-13.9%
30,6620.0%0.01%
-14.3%
Q3 2016$281,000
-25.1%
30,662
-28.2%
0.01%
-30.0%
Q2 2016$375,000
-34.3%
42,706
-30.2%
0.01%
-33.3%
Q1 2016$571,00061,1610.02%
Other shareholders
ISHARES TR shareholders Q4 2016
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