ATTICUS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 501 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.2%.

Quarter-by-quarter ownership
ATTICUS WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,620
-20.5%
1,0000.0%0.01%
-14.3%
Q2 2023$18,400
-7.0%
1,0000.0%0.01%
-12.5%
Q1 2023$19,780
-0.4%
1,0000.0%0.01%0.0%
Q4 2022$19,850
-0.8%
1,000
-6.0%
0.01%
-20.0%
Q3 2022$20,0000.0%1,0640.0%0.01%
+25.0%
Q2 2022$20,000
-13.0%
1,0640.0%0.01%0.0%
Q1 2022$23,000
-47.7%
1,064
-48.4%
0.01%
-52.9%
Q4 2021$44,000
-2.2%
2,064
+0.0%
0.02%
-15.0%
Q3 2021$45,000
-6.2%
2,0630.0%0.02%
-4.8%
Q2 2021$48,000
-4.0%
2,063
-0.7%
0.02%
-8.7%
Q1 2021$50,000
+78.6%
2,078
+107.8%
0.02%
+64.3%
Q4 2020$28,000
+55.6%
1,0000.0%0.01%
+27.3%
Q3 2020$18,000
+38.5%
1,0000.0%0.01%
+22.2%
Q2 2020$13,000
+30.0%
1,0000.0%0.01%
+12.5%
Q1 2020$10,000
-16.7%
1,0000.0%0.01%0.0%
Q4 2019$12,0001,0000.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Financial Advocates Investment Management 380,701$4,051,0000.47%
Brinker Capital Investments, LLC 985,000$10,480,0000.33%
GenTrust, LLC 146,446$1,558,0000.25%
GREENWOOD CAPITAL ASSOCIATES LLC 78,005$830,0000.21%
SPINNAKER TRUST 170,593$1,815,0000.18%
DFPG INVESTMENTS, LLC 15,561$169,0000.16%
MCIA Inc 15,809$173,0000.16%
RETIREMENT CAPITAL STRATEGIES 21,630$231,0000.12%
Advisors Preferred, LLC 29,844$320,0000.11%
Mandatum Life Insurance Co Ltd 42,830$456,0000.10%
View complete list of ISHARES TR shareholders