Milestone Investment Advisors 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
Milestone Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,229,287
-20.5%
152,482
+0.1%
0.63%
-27.0%
Q2 2023$2,804,124
-6.0%
152,398
+1.1%
0.87%
-5.8%
Q1 2023$2,982,745
+19.2%
150,796
+19.6%
0.92%
+5.0%
Q4 2022$2,501,834126,0370.88%
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