GenTrust, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 171 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GenTrust, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,353,234
-20.7%
366,158
-0.2%
0.38%
-18.1%
Q2 2023$6,748,671
-15.3%
366,776
-8.9%
0.46%
-20.0%
Q1 2023$7,967,341
-54.0%
402,798
-53.8%
0.57%
-62.8%
Q4 2022$17,319,610
+5.5%
872,524
+1.5%
1.54%
+8.9%
Q3 2022$16,414,000
-3.4%
859,836
-3.6%
1.42%
+1.3%
Q2 2022$16,998,000
-5.7%
892,274
+6.6%
1.40%
+1.4%
Q1 2022$18,016,000
+36.5%
837,196
+18.8%
1.38%
+33.9%
Q4 2021$13,194,000
+53.9%
704,823
+78.0%
1.03%
+45.0%
Q3 2021$8,571,000
+0.4%
395,902
+8.8%
0.71%
-1.1%
Q2 2021$8,536,000
+39.7%
363,848
+33.4%
0.72%
+25.5%
Q1 2021$6,112,000
-43.0%
272,845
-28.2%
0.57%
-39.1%
Q4 2020$10,731,000
+40.5%
379,809
-8.1%
0.94%
+34.0%
Q3 2020$7,638,000
+43.9%
413,094
-2.5%
0.70%
+7.2%
Q2 2020$5,307,000
-99.7%
423,869
+117.6%
0.66%
+145.3%
Q1 2020$1,860,481,000
+98026.6%
194,814
+20.8%
0.27%
-2.9%
Q4 2019$1,896,000
+13.0%
161,325
+4.8%
0.28%
+4.2%
Q3 2019$1,678,000
+7.7%
153,946
+5.1%
0.26%
+5.6%
Q2 2019$1,558,000
+11.4%
146,446
+2.3%
0.25%
+9.6%
Q1 2019$1,398,000
+81.8%
143,218
+53.6%
0.23%
+66.4%
Q4 2018$769,000
-12.9%
93,218
-9.2%
0.14%
-3.5%
Q3 2018$883,000
+209.8%
102,694
+214.1%
0.14%
+195.8%
Q2 2018$285,000
-22.6%
32,695
-15.3%
0.05%
-25.0%
Q1 2018$368,000
+2.2%
38,6170.0%0.06%0.0%
Q4 2017$360,000
+100.0%
38,617
+93.1%
0.06%
+88.2%
Q3 2017$180,00020,0000.03%
Other shareholders
ISHARES TR shareholders Q2 2020
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