MYCIO WEALTH PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.

Quarter-by-quarter ownership
MYCIO WEALTH PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$115,000
+8.5%
9,793
+0.3%
0.01%
-12.5%
Q3 2019$106,000
+71.0%
9,765
+68.4%
0.01%
+60.0%
Q2 2019$62,0005,8000.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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