Walkner Condon Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 563 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.

Quarter-by-quarter ownership
Walkner Condon Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$597,161
-14.6%
40,838
+7.4%
0.16%
-14.6%
Q2 2023$699,582
-3.3%
38,041
+4.0%
0.18%
-8.9%
Q1 2023$723,187
+3.0%
36,574
+3.4%
0.20%
-3.3%
Q4 2022$701,875
+7.2%
35,358
+3.1%
0.21%
-0.5%
Q3 2022$655,000
+1.6%
34,290
+1.2%
0.21%
+4.5%
Q2 2022$645,000
-99.9%
33,874
+0.6%
0.20%
-1.9%
Q1 2022$724,000,000
+36.6%
33,660
+34.4%
0.21%
-40.3%
Q4 2021$530,000,000
+76711.6%
25,043
-21.6%
0.34%
+1.5%
Q3 2021$690,000
-26.8%
31,945
-20.9%
0.34%
-1.7%
Q2 2021$943,000
+17.1%
40,364
+21.8%
0.35%
+10.5%
Q1 2021$805,000
-11.8%
33,138
+2.5%
0.31%
-20.6%
Q4 2020$913,000
+59.1%
32,316
+4.2%
0.39%
+28.3%
Q3 2020$574,00031,0190.31%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
SPINNAKER TRUST 138,374$1,242,0000.16%
Ausdal Financial Partners, Inc. 22,650$203,0000.08%
Arbor Investment Advisors, LLC 15,887$143,0000.07%
Mandatum Life Insurance Co Ltd 42,830$385,0000.05%
Mercer Capital Advisers, Inc. 6,500$58,0000.04%
CIBC BANK USA 32,650$293,0000.04%
TOCQUEVILLE ASSET MANAGEMENT L.P. 359,265$3,226,0000.04%
GenTrust, LLC 20,000$180,0000.03%
Horan Capital Advisors, LLC. 3,000$27,0000.02%
COLONY GROUP LLC 20,588$185,0000.01%
View complete list of ISHARES TR shareholders