Sigma Planning Corp - 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
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$238,679
-25.9%
16,325
-6.7%
0.01%
-25.0%
Q2 2023$322,124
-31.0%
17,506
-25.8%
0.01%
-25.0%
Q1 2023$466,621
-6.8%
23,590
-6.5%
0.02%
-11.1%
Q4 2022$500,788
-9.9%
25,228
-13.4%
0.02%
-14.3%
Q3 2022$556,000
-4.8%
29,121
-4.9%
0.02%
+5.0%
Q2 2022$584,000
-11.0%
30,634
+0.4%
0.02%0.0%
Q1 2022$656,000
-4.8%
30,503
-6.3%
0.02%
+5.3%
Q4 2021$689,000
-7.0%
32,565
-4.9%
0.02%
-13.6%
Q3 2021$741,000
-14.6%
34,228
-7.4%
0.02%
-15.4%
Q2 2021$868,000
+8.8%
36,977
+12.6%
0.03%
+4.0%
Q1 2021$798,000
-32.1%
32,850
-21.1%
0.02%
-37.5%
Q4 2020$1,176,000
+465.4%
41,657
+269.5%
0.04%
+400.0%
Q3 2020$208,00011,2730.01%
Other shareholders
ISHARES TR shareholders Q1 2022
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