IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 560 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$61,142
-60.7%
4,182
-62.3%
0.00%0.0%
Q2 2023$155,679
+267.3%
11,096
+152.9%
0.00%
+50.0%
Q1 2023$42,381
+49760.0%
4,387
-48.9%
0.00%0.0%
Q4 2022$85
-99.9%
8,592
-8.5%
0.00%0.0%
Q3 2022$93,000
+40.9%
9,388
+44.0%
0.00%0.0%
Q2 2022$66,000
-44.5%
6,521
-43.8%
0.00%
+100.0%
Q1 2022$119,000
+21.4%
11,595
+148.1%
0.00%
-50.0%
Q4 2021$98,000
+16.7%
4,674
+23.9%
0.00%0.0%
Q3 2021$84,000
+78.7%
3,772
+86.2%
0.00%
+100.0%
Q2 2021$47,0000.0%2,026
+5.5%
0.00%0.0%
Q1 2021$47,000
-7.8%
1,921
+4.6%
0.00%
-50.0%
Q4 2020$51,000
+218.8%
1,837
+119.5%
0.00%
+100.0%
Q3 2020$16,000
+45.5%
8370.0%0.00%0.0%
Q2 2020$11,000
-8.3%
837
-37.4%
0.00%0.0%
Q1 2020$12,000
-7.7%
1,338
+28.9%
0.00%0.0%
Q4 2019$13,000
+160.0%
1,038
+93.3%
0.00%
Q3 2019$5,000
+25.0%
5370.0%0.00%
Q4 2018$4,000
-87.1%
537
-85.1%
0.00%
-100.0%
Q3 2018$31,000
-3.1%
3,6100.0%0.00%0.0%
Q2 2018$32,000
+39.1%
3,610
+43.8%
0.00%0.0%
Q1 2018$23,0000.0%2,5100.0%0.00%0.0%
Q4 2017$23,0000.0%2,5100.0%0.00%0.0%
Q3 2017$23,000
+91.7%
2,510
+78.0%
0.00%0.0%
Q2 2017$12,000
+500.0%
1,410
+513.0%
0.00%
Q1 2017$2,0000.0%2300.0%0.00%
Q4 2016$2,0000.0%2300.0%0.00%
Q3 2016$2,0000.0%2300.0%0.00%
Q2 2016$2,0002300.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,232,628$24,467,66110.32%
Arosa Capital Management LP 2,000,000$39,700,0008.42%
ELEMENT POINTE ADVISORS, LLC 812,290$16,123,9574.98%
Total Wealth Planning, LLC 844,771$16,768,7114.16%
TOBIAS FINANCIAL ADVISORS, INC. 589,577$11,703,1093.84%
Arosa Capital Management LP 822,800$16,332,5803.46%
MIRABELLA FINANCIAL SERVICES LLP 1,764,838$35,032,0343.13%
CONSILIO WEALTH ADVISORS, LLC 225,062$4,467,4712.85%
Coastal Bridge Advisors, LLC 502,834$9,981,2562.83%
BOURGEON CAPITAL MANAGEMENT LLC 570,060$11,315,6912.78%
View complete list of ISHARES TR shareholders