Biltmore Family Office, 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
Biltmore Family Office, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,925,504
-24.7%
200,103
-5.3%
0.66%
-19.2%
Q2 2023$3,886,169
-7.9%
211,205
-1.0%
0.82%
-7.6%
Q1 2023$4,220,924
-2.5%
213,394
-2.1%
0.89%0.0%
Q4 2022$4,327,904
-0.7%
218,030
-4.5%
0.89%
-10.8%
Q3 2022$4,357,000
-8.5%
228,246
-8.7%
1.00%
-16.1%
Q2 2022$4,763,000
+2.5%
250,021
+15.8%
1.19%
+19.6%
Q1 2022$4,648,000
+38.1%
215,966
+35.9%
1.00%
+55.5%
Q4 2021$3,366,000
+44.6%
158,890
+47.7%
0.64%
+13.9%
Q3 2021$2,328,000
+58.4%
107,545
+71.6%
0.56%
+34.8%
Q2 2021$1,470,000
+1313.5%
62,655
+1362.2%
0.42%
+1203.1%
Q1 2021$104,000
+420.0%
4,285
+499.3%
0.03%
+433.3%
Q4 2020$20,0007150.01%
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