BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 560 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$512
-20.5%
350.0%0.00%
Q2 2023$644
-6.9%
350.0%0.00%
Q1 2023$692
-59.5%
35
-59.3%
0.00%
-100.0%
Q4 2022$1,707
-90.5%
86
-91.1%
0.00%
-83.3%
Q3 2022$18,000
-5.3%
964
-4.9%
0.01%0.0%
Q2 2022$19,000
-13.6%
1,0140.0%0.01%0.0%
Q1 2022$22,000
-4.3%
1,014
-4.8%
0.01%0.0%
Q4 2021$23,0001,0650.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Financial Advocates Investment Management 380,701$4,051,0000.47%
Brinker Capital Investments, LLC 985,000$10,480,0000.33%
GenTrust, LLC 146,446$1,558,0000.25%
GREENWOOD CAPITAL ASSOCIATES LLC 78,005$830,0000.21%
SPINNAKER TRUST 170,593$1,815,0000.18%
MCIA Inc 15,809$173,0000.16%
DFPG INVESTMENTS, LLC 15,561$169,0000.16%
RETIREMENT CAPITAL STRATEGIES 21,630$231,0000.12%
Advisors Preferred, LLC 29,844$320,0000.11%
Mandatum Life Insurance Co Ltd 42,830$456,0000.10%
View complete list of ISHARES TR shareholders