SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 547 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.60 and the average weighting 0.2%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$37,821
+48.0%
2,587
+86.2%
0.00%0.0%
Q2 2023$25,549
-0.3%
1,389
+7.2%
0.00%0.0%
Q1 2023$25,635
-69.9%
1,296
-69.8%
0.00%
-50.0%
Q4 2022$85,276
+241.1%
4,296
+231.5%
0.00%
+100.0%
Q3 2022$25,000
-3.8%
1,296
-6.4%
0.00%0.0%
Q2 2022$26,000
-7.1%
1,384
+6.8%
0.00%0.0%
Q1 2022$28,000
+3.7%
1,2960.0%0.00%0.0%
Q4 2021$27,000
+3.8%
1,296
+8.5%
0.00%0.0%
Q3 2021$26,000
-3.7%
1,195
+2.1%
0.00%0.0%
Q2 2021$27,000
-6.9%
1,170
-3.3%
0.00%0.0%
Q1 2021$29,000
+2800.0%
1,210
+3933.3%
0.00%
Q4 2020$1,0000.0%30
-70.0%
0.00%
Q2 2019$1,0000.0%100
+100.0%
0.00%
Q3 2014$1,0000.0%500.0%0.00%
Q2 2014$1,0000.0%500.0%0.00%
Q1 2014$1,0000.0%500.0%0.00%
Q4 2013$1,0000.0%500.0%0.00%
Q3 2013$1,000500.0%0.00%
Q2 2013$0500.00%
Other shareholders
ISHARES TR shareholders Q4 2021
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