Clear Perspectives Financial Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 549 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$19,780
-0.4%
1,0000.0%0.01%0.0%
Q4 2022$19,850
+4.5%
1,0000.0%0.01%
+22.2%
Q3 2022$19,0000.0%1,0000.0%0.01%
+28.6%
Q2 2022$19,000
-55.8%
1,000
-50.0%
0.01%
-56.2%
Q1 2022$43,0002,0000.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 4,546,463$84,064,00030.81%
Arlington Financial Advisors, LLC 1,154,375$21,344,00010.94%
ELEMENT POINTE ADVISORS, LLC 530,165$9,802,0004.37%
RETIREMENT CAPITAL STRATEGIES 461,817$9,033,0004.17%
Autonomy Capital (Jersey) L.P. 408,900$7,561,0004.03%
B & T Capital Management DBA Alpha Capital Management 501,748$9,277,0002.68%
Summit Place Financial Advisors, LLC 140,855$2,604,0002.61%
Providence First Trust Co 103,655$1,917,0001.88%
Elmwood Wealth Management, Inc. 119,791$1,500,0001.22%
Coastal Bridge Advisors, LLC 192,723$3,563,0001.09%
View complete list of ISHARES TR shareholders