Worth Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 559 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
Worth Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$257,423
-52.7%
19,326
-29.5%
0.15%
-59.6%
Q4 2022$544,069
-75.6%
27,409
-76.5%
0.38%
-76.8%
Q3 2022$2,229,000116,756
+778273.3%
1.63%
Q1 2022$0150.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Arosa Capital Management LP 4,346,000$94,091,00023.22%
Arlington Financial Advisors, LLC 1,089,242$23,059,0007.81%
ELEMENT POINTE ADVISORS, LLC 741,341$15,694,0004.84%
PENOBSCOT WEALTH MANAGEMENT 186,598$3,950,0003.36%
Coastal Bridge Advisors, LLC 630,541$13,349,0002.78%
BOURGEON CAPITAL MANAGEMENT LLC 509,113$10,778,0002.22%
AMARILLO NATIONAL BANK 508,530$10,766,0002.11%
Stelac Advisory Services LLC 355,082$7,522,0002.04%
MIRABELLA FINANCIAL SERVICES LLP 925,741$19,597,0001.99%
First Affirmative Financial Network 99,594$2,108,0001.92%
View complete list of ISHARES TR shareholders