WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 532 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.28 and the average weighting 0.1%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$147
-20.1%
100.0%0.00%
Q2 2023$184100.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Bellecapital International Ltd. 41,130$383,0000.31%
Financial Advocates Investment Management 140,038$1,305,0000.18%
SPINNAKER TRUST 141,627$1,319,0000.15%
Ausdal Financial Partners, Inc. 22,650$211,0000.08%
Arbor Investment Advisors, LLC 15,961$149,0000.06%
GenTrust, LLC 38,617$360,0000.06%
Mandatum Life Insurance Co Ltd 42,830$399,0000.06%
INSPIRION WEALTH ADVISORS, LLC 10,000$93,0000.04%
CIBC BANK USA 32,650$304,0000.04%
TOCQUEVILLE ASSET MANAGEMENT L.P. 362,840$3,382,0000.04%
View complete list of ISHARES TR shareholders