STIFEL FINANCIAL CORP - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 566 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
STIFEL FINANCIAL CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,096,639
-38.5%
143,409
-22.6%
0.00%
-40.0%
Q2 2023$3,410,140
-13.7%
185,335
-7.2%
0.01%
-16.7%
Q1 2023$3,949,901
-3.2%
199,692
-2.8%
0.01%0.0%
Q4 2022$4,079,511
-51.9%
205,517
-53.7%
0.01%
-57.1%
Q3 2022$8,477,000
+43.2%
444,052
+42.9%
0.01%
+55.6%
Q2 2022$5,920,000
-3.0%
310,754
+9.6%
0.01%
+12.5%
Q1 2022$6,102,000
+3.5%
283,550
+1.8%
0.01%0.0%
Q4 2021$5,896,000
-5.1%
278,455
-3.0%
0.01%
-11.1%
Q3 2021$6,213,000
+2.4%
286,999
+11.0%
0.01%0.0%
Q2 2021$6,065,000
+19.4%
258,533
+23.7%
0.01%
+12.5%
Q1 2021$5,079,000
-9.0%
208,998
+5.7%
0.01%
-20.0%
Q4 2020$5,583,000
+79.4%
197,690
+17.5%
0.01%
+66.7%
Q3 2020$3,112,000
+67.6%
168,315
+13.5%
0.01%
+50.0%
Q2 2020$1,857,000
+10.2%
148,308
-15.9%
0.00%
-20.0%
Q1 2020$1,685,000
+223.4%
176,307
+298.0%
0.01%
+400.0%
Q4 2019$521,000
+44.3%
44,302
+34.2%
0.00%0.0%
Q3 2019$361,000
+4.0%
33,022
+1.1%
0.00%0.0%
Q2 2019$347,000
+13.8%
32,652
+3.4%
0.00%0.0%
Q1 2019$305,000
+11.7%
31,575
-3.1%
0.00%0.0%
Q4 2018$273,000
-21.8%
32,593
-19.6%
0.00%0.0%
Q3 2018$349,000
+19.5%
40,541
+21.3%
0.00%0.0%
Q2 2018$292,00033,4350.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,325,279$24,385,1418.90%
Total Wealth Planning, LLC 1,052,301$19,362,3374.03%
ELEMENT POINTE ADVISORS, LLC 797,982$14,682,8653.78%
TOBIAS FINANCIAL ADVISORS, INC. 638,501$11,748,4223.17%
Stelac Advisory Services LLC 284,769$5,246,8242.34%
BBJS FINANCIAL ADVISORS, LLC 304,522$5,603,2042.24%
BOURGEON CAPITAL MANAGEMENT LLC 488,311$8,984,9232.10%
PENOBSCOT WEALTH MANAGEMENT 149,873$2,7592.02%
First Affirmative Financial Network 100,097$1,841,7791.84%
LFA - Lugano Financial Advisors SA 146,810$2,701,3041.80%
View complete list of ISHARES TR shareholders