PSI Advisors, LLC - 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
PSI Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,354
-20.5%
1,1870.0%0.01%
-20.0%
Q2 2023$21,841
-47.1%
1,187
-43.2%
0.01%
-50.0%
Q1 2023$41,313
-37.8%
2,089
-37.6%
0.02%
-42.9%
Q4 2022$66,470
-2.2%
3,349
-5.6%
0.04%
-2.8%
Q3 2022$68,000
+33.3%
3,547
+33.2%
0.04%
+44.0%
Q2 2022$51,000
-66.4%
2,663
-62.2%
0.02%
-60.3%
Q1 2022$152,000
-10.1%
7,042
-11.7%
0.06%
-8.7%
Q4 2021$169,000
-40.5%
7,978
-39.2%
0.07%
-47.3%
Q3 2021$284,000
-22.4%
13,115
-16.1%
0.13%
-32.1%
Q2 2021$366,000
+0.3%
15,641
+4.0%
0.19%
-10.2%
Q1 2021$365,000
+61.5%
15,040
+87.4%
0.22%
+37.8%
Q4 2020$226,000
+465.0%
8,024
+135.3%
0.16%
+500.0%
Q4 2019$40,0003,4100.03%
Other shareholders
ISHARES TR shareholders Q4 2021
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