RIDGECREST WEALTH PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 566 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
RIDGECREST WEALTH PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$202,823
-8.2%
11,023
-1.4%
0.13%
-14.6%
Q1 2023$221,022
-0.4%
11,1740.0%0.16%
-6.5%
Q4 2022$221,804
+12.6%
11,174
+8.2%
0.17%
+4.3%
Q3 2022$197,0000.0%10,3240.0%0.16%
+12.6%
Q2 2022$197,00010,3240.14%
Other shareholders
ISHARES TR shareholders Q3 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