Worth Asset Management, 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
Worth Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 ↓
Arlington Financial Advisors, LLC 1,136,648$24,608,0009.63%
Arosa Capital Management LP 2,300,000$49,795,0009.24%
ELEMENT POINTE ADVISORS, LLC 676,347$14,643,0004.94%
SPX Gestao de Recursos Ltda 1,085,000$23,490,250,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 517,951$11,214,0004.19%
PENOBSCOT WEALTH MANAGEMENT 181,816$3,936,0003.64%
Total Wealth Planning, LLC 458,692$9,931,0003.60%
Coastal Bridge Advisors, LLC 710,176$15,375,0003.55%
AMARILLO NATIONAL BANK 547,908$11,862,0002.46%
BOURGEON CAPITAL MANAGEMENT LLC 510,744$11,058,0002.36%
View complete list of ISHARES TR shareholders