ATLAS CAPITAL ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.

Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$46,628
-4.6%
1870.0%0.01%
+14.3%
Q2 2023$48,896
+4.5%
1870.0%0.01%0.0%
Q1 2023$46,779
+3.4%
1870.0%0.01%
-12.5%
Q4 2022$45,233
-99.9%
1870.0%0.01%
+14.3%
Q3 2022$41,001,000
-3.1%
1870.0%0.01%0.0%
Q2 2022$42,305,000
-15.7%
1870.0%0.01%
-12.5%
Q1 2022$50,180,000
-90.6%
187
-90.1%
0.01%
-90.0%
Q4 2021$534,171,000
+7.6%
1,8870.0%0.08%0.0%
Q3 2021$496,413,000
+65.2%
1,887
+68.8%
0.08%
+60.0%
Q2 2021$300,440,0001,1180.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 154,686$38,57128.94%
Holland Advisory Services, Inc. 74,919$18,680,95023.75%
LVZ, Inc. 483,808$120,637,49019.46%
Leonard Rickey Investment Advisors P.L.L.C. 231,062$57,615,30118.85%
Chandler Asset Management, Inc. 307,779$76,744,68218.62%
New England Professional Planning Group Inc. 120,234$29,982,83218.57%
Harbor Group, Inc. 128,160$31,956,79418.00%
Investments & Financial Planning, LLC 77,046$19,211,49717.13%
Platt Investment Counsel, LLC 53,509$13,342,40715.92%
TRUEFG, LLC 147,396$36,753,14515.90%
View complete list of ISHARES TR shareholders