Bison Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 533 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$17,000
-15.0%
916
+0.8%
0.01%0.0%
Q1 2022$20,000
-70.1%
909
-71.1%
0.01%
-74.4%
Q4 2021$67,000
-36.8%
3,148
-36.0%
0.04%
-18.8%
Q3 2021$106,000
-9.4%
4,916
-1.0%
0.05%
-5.9%
Q2 2021$117,000
+6.4%
4,966
+10.2%
0.05%
+8.5%
Q1 2021$110,000
+3566.7%
4,508
+4408.0%
0.05%
+4600.0%
Q4 2020$3,000
+50.0%
1000.0%0.00%0.0%
Q3 2020$2,000
+100.0%
1000.0%0.00%0.0%
Q2 2020$1,0001000.00%
Other shareholders
ISHARES TR shareholders Q2 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