Bartlett & Co. 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
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18
+260.0%
1,197
+378.8%
0.00%
Q2 2023$50.0%2500.0%0.00%
Q1 2023$50.0%2500.0%0.00%
Q4 2022$5
-99.9%
2500.0%0.00%
Q3 2022$5,0000.0%2500.0%0.00%
Q2 2022$5,0000.0%2500.0%0.00%
Q1 2022$5,0000.0%2500.0%0.00%
Q3 2021$5,000
-16.7%
2500.0%0.00%
Q2 2021$6,0000.0%2500.0%0.00%
Q1 2021$6,000
-14.3%
2500.0%0.00%
Q4 2020$7,000
+40.0%
2500.0%0.00%
Q3 2020$5,000
+66.7%
2500.0%0.00%
Q2 2020$3,000
+50.0%
2500.0%0.00%
Q1 2020$2,000
-33.3%
2500.0%0.00%
Q3 2019$3,0000.0%2500.0%0.00%
Q2 2019$3,000
+50.0%
2500.0%0.00%
Q1 2019$2,0000.0%250
-2.0%
0.00%
Q4 2018$2,0000.0%2550.0%0.00%
Q3 2018$2,0000.0%2550.0%0.00%
Q2 2018$2,0000.0%255
+2.0%
0.00%
Q1 2018$2,0000.0%2500.0%0.00%
Q4 2017$2,0000.0%2500.0%0.00%
Q3 2017$2,0000.0%2500.0%0.00%
Q2 2017$2,0000.0%2500.0%0.00%
Q1 2017$2,0000.0%2500.0%0.00%
Q4 2016$2,0000.0%2500.0%0.00%
Q3 2016$2,0000.0%2500.0%0.00%
Q2 2016$2,0000.0%2500.0%0.00%
Q1 2016$2,0000.0%2500.0%0.00%
Q4 2015$2,0000.0%2500.0%0.00%
Q3 2015$2,000
-33.3%
2500.0%0.00%
Q2 2015$3,0000.0%2500.0%0.00%
Q1 2015$3,000
+50.0%
2500.0%0.00%
Q4 2014$2,000
-33.3%
2500.0%0.00%
Q3 2014$3,0000.0%2500.0%0.00%
Q2 2014$3,0000.0%2500.0%0.00%
Q1 2014$3,0000.0%2500.0%0.00%
Q4 2013$3,0000.0%2500.0%0.00%
Q3 2013$3,000
+50.0%
2500.0%0.00%
Q2 2013$2,0002500.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Arosa Capital Management LP 5,075,000$109,214,00018.68%
Arlington Financial Advisors, LLC 1,250,556$26,912,00010.20%
ELEMENT POINTE ADVISORS, LLC 779,382$16,772,0005.65%
TOBIAS FINANCIAL ADVISORS, INC. 588,249$12,659,0004.37%
Total Wealth Planning, LLC 664,159$14,293,0003.86%
Arosa Capital Management LP 1,000,000$21,520,0003.68%
CONSILIO WEALTH ADVISORS, LLC 201,481$4,336,0003.41%
Coastal Bridge Advisors, LLC 628,384$13,523,0003.11%
PENOBSCOT WEALTH MANAGEMENT 131,620$2,832,0002.55%
Lattice Capital Management, LLC 82,845$1,721,519,0002.46%
View complete list of ISHARES TR shareholders