OAK HARBOR WEALTH PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 560 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
OAK HARBOR WEALTH PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,199
-36.0%
1,450
-19.4%
0.01%
-27.3%
Q2 2023$33,120
-7.0%
1,8000.0%0.01%
-15.4%
Q1 2023$35,604
-0.4%
1,8000.0%0.01%
-7.1%
Q4 2022$35,730
+5.1%
1,8000.0%0.01%
+7.7%
Q3 2022$34,0000.0%1,8000.0%0.01%
-7.1%
Q2 2022$34,000
-17.1%
1,800
-6.3%
0.01%
+7.7%
Q1 2022$41,000
+7.9%
1,921
+6.7%
0.01%0.0%
Q4 2021$38,0001,8000.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Financial Advocates Investment Management 380,701$4,051,0000.47%
Brinker Capital Investments, LLC 985,000$10,480,0000.33%
GenTrust, LLC 146,446$1,558,0000.25%
GREENWOOD CAPITAL ASSOCIATES LLC 78,005$830,0000.21%
SPINNAKER TRUST 170,593$1,815,0000.18%
DFPG INVESTMENTS, LLC 15,561$169,0000.16%
MCIA Inc 15,809$173,0000.16%
RETIREMENT CAPITAL STRATEGIES 21,630$231,0000.12%
Advisors Preferred, LLC 29,844$320,0000.11%
Mandatum Life Insurance Co Ltd 42,830$456,0000.10%
View complete list of ISHARES TR shareholders