Johnson Bixby & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Johnson Bixby & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$229,275
-14.6%
15,682
+7.5%
0.05%
-14.3%
Q2 2023$268,424
-5.3%
14,588
+1.8%
0.06%
-11.1%
Q1 2023$283,596
-0.3%
14,337
+0.0%
0.06%
-4.5%
Q4 2022$284,491
+4.2%
14,332
+0.2%
0.07%
-4.3%
Q3 2022$273,000
+4.6%
14,297
+4.5%
0.07%
+7.8%
Q2 2022$261,000
+6.5%
13,686
+20.0%
0.06%
+1.6%
Q1 2022$245,00011,4070.06%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Arosa Capital Management LP 2,950,000$56,316,00012.05%
Arlington Financial Advisors, LLC 1,236,135$23,598,00011.98%
Point72 Europe (London) LLP 3,617,300$69,199,00010.55%
ELEMENT POINTE ADVISORS, LLC 643,954$12,293,0007.06%
Florin Court Capital LLP 77,600$1,481,0005.04%
Total Wealth Planning, LLC 777,703$14,846,0004.22%
TOBIAS FINANCIAL ADVISORS, INC. 595,146$11,361,0004.01%
CONSILIO WEALTH ADVISORS, LLC 225,047$4,296,0003.37%
Arosa Capital Management LP 750,000$14,318,0003.06%
MIRABELLA FINANCIAL SERVICES LLP 1,519,692$29,026,0003.01%
View complete list of ISHARES TR shareholders