ATLAS CAPITAL ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 171 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.66 and the average weighting 0.1%.

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 2023
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders