Ulland Investment Advisors, 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
Ulland Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$0
-100.0%
4
-99.9%
0.00%
-100.0%
Q2 2023$78
-59.2%
4,257
-56.0%
0.08%
-64.3%
Q1 2023$191
-17.7%
9,666
-17.4%
0.22%
-19.1%
Q4 2022$232
-99.9%
11,702
-0.2%
0.28%
+13.1%
Q3 2022$224,000
+38.3%
11,726
+38.2%
0.24%
+47.6%
Q2 2022$162,000
-9.0%
8,486
+2.6%
0.17%
+24.8%
Q1 2022$178,000
-73.6%
8,272
-74.0%
0.13%
-69.1%
Q4 2021$674,00031,8540.43%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,325,279$24,385,1418.90%
Total Wealth Planning, LLC 1,052,301$19,362,3374.03%
ELEMENT POINTE ADVISORS, LLC 797,982$14,682,8653.78%
TOBIAS FINANCIAL ADVISORS, INC. 638,501$11,748,4223.17%
Stelac Advisory Services LLC 284,769$5,246,8242.34%
BBJS FINANCIAL ADVISORS, LLC 304,522$5,603,2042.24%
BOURGEON CAPITAL MANAGEMENT LLC 488,311$8,984,9232.10%
PENOBSCOT WEALTH MANAGEMENT 149,873$2,7592.02%
First Affirmative Financial Network 100,097$1,841,7791.84%
LFA - Lugano Financial Advisors SA 146,810$2,701,3041.80%
View complete list of ISHARES TR shareholders