ATLAS CAPITAL ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 228 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,545
-6.4%
280.0%0.00%0.0%
Q2 2023$6,994
+9.6%
280.0%0.00%0.0%
Q1 2023$6,379
+6.7%
280.0%0.00%0.0%
Q4 2022$5,979
-99.9%
280.0%0.00%0.0%
Q3 2022$5,503,000
-53.8%
28
-50.0%
0.00%
-50.0%
Q2 2022$11,922,000
-21.1%
560.0%0.00%0.0%
Q1 2022$15,117,000
-2.4%
560.0%0.00%0.0%
Q4 2021$15,482,000
+13.7%
560.0%0.00%0.0%
Q3 2021$13,618,000
-6.5%
560.0%0.00%0.0%
Q2 2021$14,557,000
+0.9%
560.0%0.00%
-33.3%
Q1 2021$14,427,000
-68.2%
56
-72.8%
0.00%
-70.0%
Q4 2020$45,431,000
+54.3%
206
+13.8%
0.01%
+42.9%
Q2 2020$29,438,000
+17.7%
1810.0%0.01%0.0%
Q1 2020$25,020,0001810.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
FSC Wealth Advisors, LLC 20,793$5,613,0005.32%
Marks Wealth, LLC 54,915$14,824,0004.52%
WASHBURN CAPITAL MANAGEMENT, INC. 20,998$5,668,0003.72%
Cadent Capital Advisors, LLC 20,986$5,665,0002.58%
Delos Wealth Advisors, LLC 7,805$2,107,0002.08%
Thrive Capital Management, LLC 9,734$2,628,0001.59%
Kesler, Norman & Wride, LLC 26,174$7,066,0001.57%
Indie Asset Partners, LLC 7,550$2,038,0001.53%
Round Table Services, LLC 33,781$9,119,0001.52%
Richard Bernstein Advisors LLC 285,766$76,725,0001.52%
View complete list of ISHARES TR shareholders