ATLAS CAPITAL ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 208 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$28,967
-3.0%
3510.0%0.01%0.0%
Q2 2023$29,870
+2.0%
3510.0%0.01%0.0%
Q1 2023$29,298
-76.5%
351
-76.1%
0.01%
-76.2%
Q4 2022$124,473
-99.9%
1,4660.0%0.02%
+5.0%
Q3 2022$110,498,000
-7.1%
1,4660.0%0.02%0.0%
Q2 2022$118,988,000
+3.2%
1,466
+11.5%
0.02%
+11.1%
Q1 2022$115,261,000
-3.0%
1,3150.0%0.02%0.0%
Q4 2021$118,839,000
+349.9%
1,315
+317.5%
0.02%
+350.0%
Q3 2021$26,413,000
+0.7%
3150.0%0.00%0.0%
Q2 2021$26,221,000
+7.9%
3150.0%0.00%
-20.0%
Q1 2021$24,309,000
+0.8%
3150.0%0.01%0.0%
Q4 2020$24,117,000
+11.1%
3150.0%0.01%0.0%
Q2 2020$21,698,000
+12.9%
3150.0%0.01%
-16.7%
Q1 2020$19,224,000
-11.4%
3150.0%0.01%
+20.0%
Q4 2019$21,688,000
+12.5%
3150.0%0.01%
-16.7%
Q3 2019$19,271,000
-1.0%
3150.0%0.01%0.0%
Q2 2019$19,467,0003150.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 135,617$7,683,0005.18%
Newfound Research LLC 107,671$6,100,0004.23%
Hamilton Wealth, LLC 71,886$4,072,0003.99%
Ayalon Insurance Comp Ltd. 74,900$4,243,0003.42%
Crestone Asset Management LLC 85,140$4,823,0001.81%
FCA CORP /TX 58,226$3,299,0001.48%
EXENCIAL WEALTH ADVISORS, LLC 73,627$4,171,0001.12%
Avestar Capital, LLC 26,675$1,495,0001.02%
Cambria Investment Management, L.P. 101,800$5,767,0000.98%
Brinker Capital Investments, LLC 491,623$27,850,0000.97%
View complete list of ISHARES TR shareholders