MV CAPITAL MANAGEMENT, INC. - 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
MV CAPITAL MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$54,051
-26.6%
3,697
-7.6%
0.01%
-30.0%
Q2 2023$73,656
-67.3%
4,003
-64.8%
0.01%
-68.8%
Q1 2023$225,263
+2.3%
11,388
+2.6%
0.03%
-5.9%
Q4 2022$220,263
+7.4%
11,096
+3.5%
0.03%
-2.9%
Q3 2022$205,000
-10.9%
10,719
-11.0%
0.04%
-10.3%
Q2 2022$230,000
-35.2%
12,048
-27.0%
0.04%
-26.4%
Q1 2022$355,000
-19.9%
16,513
-21.1%
0.05%
-17.2%
Q4 2021$443,000
-8.1%
20,917
-6.0%
0.06%
-20.0%
Q3 2021$482,000
-23.7%
22,254
-17.3%
0.08%
-25.2%
Q2 2021$632,000
-8.3%
26,919
-5.0%
0.11%
-15.1%
Q1 2021$689,000
-7.5%
28,336
+7.4%
0.13%
-10.6%
Q4 2020$745,00026,3930.14%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,136,648$24,608,0009.63%
Arosa Capital Management LP 2,300,000$49,795,0009.24%
ELEMENT POINTE ADVISORS, LLC 676,347$14,643,0004.94%
SPX Gestao de Recursos Ltda 1,085,000$23,490,250,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 517,951$11,214,0004.19%
PENOBSCOT WEALTH MANAGEMENT 181,816$3,936,0003.64%
Total Wealth Planning, LLC 458,692$9,931,0003.60%
Coastal Bridge Advisors, LLC 710,176$15,375,0003.55%
AMARILLO NATIONAL BANK 547,908$11,862,0002.46%
BOURGEON CAPITAL MANAGEMENT LLC 510,744$11,058,0002.36%
View complete list of ISHARES TR shareholders