ASHFORD CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 547 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.60 and the average weighting 0.2%.

Quarter-by-quarter ownership
ASHFORD CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,619,000
+73.5%
76,456
+77.4%
0.16%
+89.4%
Q3 2021$933,000
-56.1%
43,093
-52.4%
0.08%
-55.7%
Q2 2021$2,125,000
-24.3%
90,577
-21.6%
0.19%
-26.7%
Q1 2021$2,808,000
+179.7%
115,551
+224.9%
0.26%
+170.1%
Q4 2020$1,004,00035,5650.10%
Other shareholders
ISHARES TR shareholders Q4 2021
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