ENVESTNET ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 509 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.63 and the average weighting 0.2%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,022,007
-25.4%
617,100
-6.2%
0.00%
-20.0%
Q2 2023$12,099,931
-6.7%
657,605
+0.3%
0.01%
-16.7%
Q1 2023$12,967,727
+3.4%
655,598
+3.7%
0.01%0.0%
Q4 2022$12,544,091
-2.0%
631,944
-5.7%
0.01%
-14.3%
Q3 2022$12,796,000
+7.5%
670,320
+7.2%
0.01%0.0%
Q2 2022$11,908,000
+8.9%
625,070
+23.0%
0.01%
+16.7%
Q1 2022$10,936,000
+6.4%
508,186
+4.7%
0.01%
+20.0%
Q4 2021$10,277,000
-43.5%
485,468
-42.2%
0.01%
-50.0%
Q3 2021$18,186,000
-4.4%
840,020
+3.6%
0.01%
-9.1%
Q2 2021$19,024,000
+158.3%
810,899
+167.5%
0.01%
+120.0%
Q1 2021$7,366,000
+180.9%
303,146
+226.5%
0.01%
+150.0%
Q4 2020$2,622,000
+212.5%
92,853
+104.8%
0.00%
+100.0%
Q3 2020$839,000
+317.4%
45,349
+181.9%
0.00%
Q2 2020$201,000
+18.9%
16,087
+3.9%
0.00%
Q3 2019$169,00015,4840.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Arosa Capital Management LP 1,050,000$15,351,0004.77%
Arosa Capital Management LP 1,000,000$14,620,0004.54%
Total Wealth Planning, LLC 1,136,196$16,611,1843.39%
Stelac Advisory Services LLC 370,760$5,384,9342.94%
TOBIAS FINANCIAL ADVISORS, INC. 508,308$7,431,4671.95%
BBJS FINANCIAL ADVISORS, LLC 344,550$5,037,3281.91%
ELEMENT POINTE ADVISORS, LLC 506,476$7,404,6761.90%
MRA Advisory Group 172,182$2,517,2981.80%
PENOBSCOT WEALTH MANAGEMENT 150,318$2,2021.67%
First Affirmative Financial Network 102,938$1,504,9481.47%
View complete list of ISHARES TR shareholders