Shira Ridge Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 533 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.12 and the average weighting 0.1%.

Quarter-by-quarter ownership
Shira Ridge Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$284,717
-20.5%
19,4750.0%0.19%
-16.9%
Q2 2023$358,331
-8.2%
19,475
-1.3%
0.22%
-12.8%
Q1 2023$390,264
-10.9%
19,730
-10.6%
0.26%
-14.6%
Q4 2022$438,19922,0760.30%
Other shareholders
ISHARES TR shareholders Q2 2023
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