MGO Private Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.

Quarter-by-quarter ownership
MGO Private Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$331,050
-40.1%
22,644
-24.6%
0.25%
-40.6%
Q2 2023$552,214
-22.2%
30,012
-16.3%
0.42%
-25.2%
Q1 2023$709,406
-79.4%
35,865
-79.3%
0.56%
-64.6%
Q4 2022$3,439,875
-39.2%
173,293
-41.6%
1.57%
-41.7%
Q3 2022$5,661,000296,5632.69%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Arosa Capital Management LP 5,075,000$109,214,00018.68%
Arlington Financial Advisors, LLC 1,250,556$26,912,00010.20%
ELEMENT POINTE ADVISORS, LLC 779,382$16,772,0005.65%
TOBIAS FINANCIAL ADVISORS, INC. 588,249$12,659,0004.37%
Total Wealth Planning, LLC 664,159$14,293,0003.86%
Arosa Capital Management LP 1,000,000$21,520,0003.68%
CONSILIO WEALTH ADVISORS, LLC 201,481$4,336,0003.41%
Coastal Bridge Advisors, LLC 628,384$13,523,0003.11%
PENOBSCOT WEALTH MANAGEMENT 131,620$2,832,0002.55%
Lattice Capital Management, LLC 82,845$1,721,519,0002.46%
View complete list of ISHARES TR shareholders