Elmwood Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 547 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.60 and the average weighting 0.2%.

Quarter-by-quarter ownership
Elmwood Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,032,757
-21.1%
139,039
-0.7%
0.98%
-18.3%
Q2 2023$2,575,806
-8.5%
139,989
-1.6%
1.20%
-9.6%
Q1 2023$2,814,213
+3.3%
142,276
+3.6%
1.33%
-2.3%
Q4 2022$2,724,957
+5.4%
137,277
+1.3%
1.36%
+5.4%
Q3 2022$2,586,000
-0.5%
135,467
-0.7%
1.29%
-12.7%
Q2 2022$2,599,000
-10.9%
136,432
+0.7%
1.48%
-1.1%
Q1 2022$2,916,000
+4.4%
135,504
+2.7%
1.49%
+12.2%
Q4 2021$2,792,000
-8.5%
131,903
+1.4%
1.33%
-17.3%
Q2 2021$3,053,000
-3.1%
130,129
+0.3%
1.61%
-16.3%
Q1 2021$3,152,000
+110.1%
129,719
+8.3%
1.92%
+58.0%
Q3 2020$1,500,0000.0%119,7910.0%1.22%0.0%
Q2 2020$1,500,000
-99.8%
119,791
+38.5%
1.22%
+54.4%
Q1 2020$823,538,000
-48.0%
86,506
-50.2%
0.79%
-45.3%
Q2 2018$1,584,263,000
+92.4%
173,645
+100.7%
1.44%
+82.9%
Q1 2018$823,538,00086,5060.79%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 3,785,663$106,907,00031.45%
Arlington Financial Advisors, LLC 1,145,017$32,335,00013.64%
RETIREMENT CAPITAL STRATEGIES 511,427$14,443,0005.86%
ELEMENT POINTE ADVISORS, LLC 532,170$15,028,480,0005.57%
MARVIN & PALMER ASSOCIATES INC 383,035$11,414,0004.56%
B & T Capital Management DBA Alpha Capital Management 519,443$14,669,0003.71%
Savior LLC 144,612$4,084,0003.28%
Florin Court Capital LLP 201,100$5,679,0002.87%
Autonomy Capital (Jersey) L.P. 577,300$16,303,0002.58%
Providence First Trust Co 173,692$4,905,0002.48%
View complete list of ISHARES TR shareholders