MCDONALD PARTNERS 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
MCDONALD PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$206,000
-9.3%
10,793
+2.5%
0.05%
+6.0%
Q1 2022$227,000
+7.6%
10,533
+17.3%
0.05%0.0%
Q2 2021$211,000
-3.2%
8,9830.0%0.05%
-10.7%
Q1 2021$218,000
-6.0%
8,983
+9.2%
0.06%
-13.8%
Q4 2020$232,0008,2230.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Arosa Capital Management LP 5,075,000$109,214,00018.68%
Arlington Financial Advisors, LLC 1,250,556$26,912,00010.20%
ELEMENT POINTE ADVISORS, LLC 779,382$16,772,0005.65%
TOBIAS FINANCIAL ADVISORS, INC. 588,249$12,659,0004.37%
Total Wealth Planning, LLC 664,159$14,293,0003.86%
Arosa Capital Management LP 1,000,000$21,520,0003.68%
CONSILIO WEALTH ADVISORS, LLC 201,481$4,336,0003.41%
Coastal Bridge Advisors, LLC 628,384$13,523,0003.11%
PENOBSCOT WEALTH MANAGEMENT 131,620$2,832,0002.55%
Lattice Capital Management, LLC 82,845$1,721,519,0002.46%
View complete list of ISHARES TR shareholders