MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 377 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$1,943,000
-7.7%
89,738
+0.0%
0.13%
-8.5%
Q2 2021$2,105,000
+357.6%
89,720
+374.2%
0.14%
+317.6%
Q1 2021$460,000
-8.7%
18,922
+5.9%
0.03%
-12.8%
Q4 2020$504,000
+53.7%
17,861
+17.1%
0.04%
+34.5%
Q3 2020$328,00015,2480.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,232,628$24,467,66110.32%
Arosa Capital Management LP 2,000,000$39,700,0008.42%
ELEMENT POINTE ADVISORS, LLC 812,290$16,123,9574.98%
Total Wealth Planning, LLC 844,771$16,768,7114.16%
TOBIAS FINANCIAL ADVISORS, INC. 589,577$11,703,1093.84%
Arosa Capital Management LP 822,800$16,332,5803.46%
MIRABELLA FINANCIAL SERVICES LLP 1,764,838$35,032,0343.13%
CONSILIO WEALTH ADVISORS, LLC 225,062$4,467,4712.85%
Coastal Bridge Advisors, LLC 502,834$9,981,2562.83%
BOURGEON CAPITAL MANAGEMENT LLC 570,060$11,315,6912.78%
View complete list of ISHARES TR shareholders