ATLAS CAPITAL ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,115,924
-16.2%
28,356
-12.1%
0.35%
-9.1%
Q2 2023$2,524,511
+14.1%
32,258
+7.6%
0.38%
+10.1%
Q1 2023$2,212,293
+0.9%
29,985
-3.4%
0.35%
-5.4%
Q4 2022$2,192,002
-99.9%
31,0350.0%0.37%
+4.0%
Q3 2022$1,943,101,000
-25.6%
31,035
-20.5%
0.35%
-19.9%
Q2 2022$2,610,861,000
-2.3%
39,038
+10.8%
0.44%
+6.5%
Q1 2022$2,672,748,000
-2.7%
35,228
-2.1%
0.42%
+1.5%
Q4 2021$2,745,873,000
-8.1%
35,969
-14.7%
0.41%
-14.6%
Q3 2021$2,987,237,000
-15.1%
42,145
-13.8%
0.48%
-18.7%
Q2 2021$3,516,829,000
+7.4%
48,872
+2.8%
0.59%
-7.5%
Q1 2021$3,275,506,000
+12.5%
47,540
+1.6%
0.64%
+4.1%
Q4 2020$2,910,554,000
+74.4%
46,801
+52.3%
0.61%
+54.9%
Q3 2020$1,668,548,000
-5.3%
30,734
-8.9%
0.40%
-4.4%
Q2 2020$1,761,248,000
+21.3%
33,721
+7.2%
0.41%
-4.4%
Q1 2020$1,452,269,000
-21.8%
31,448
+6.7%
0.43%
-6.7%
Q4 2019$1,856,884,000
+9.3%
29,465
+0.2%
0.46%
-9.4%
Q3 2019$1,699,262,000
+1.4%
29,399
-0.6%
0.51%
-7.3%
Q2 2019$1,675,933,000
+0.2%
29,584
-3.0%
0.55%
-8.8%
Q1 2019$1,672,753,000
+11.5%
30,508
-0.2%
0.60%
+0.5%
Q4 2018$1,500,484,000
-32.2%
30,566
-21.6%
0.60%
-18.6%
Q3 2018$2,211,980,000
+39.4%
39,012
+34.8%
0.74%
+31.1%
Q2 2018$1,586,475,000
-4.6%
28,945
-7.6%
0.56%
+10.4%
Q1 2018$1,663,240,00031,3110.51%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 242,198$15,164,00012.40%
ForthRight Wealth Management, LLC 304,753$19,081,00011.19%
COREPATH WEALTH PARTNERS LLC 217,867$14,179,00010.53%
IRONWOOD WEALTH MANAGEMENT, INC. 215,784$13,802,0009.92%
Madison Wealth Partners, Inc 198,124$12,405,0008.11%
GDS Wealth Management 579,599$36,289,0008.08%
HANTZ FINANCIAL SERVICES, INC. 328,692$20,579,0008.05%
Drake & Associates, LLC 218,039$13,651,0007.77%
Financial Council Asset Management Inc 107,188$6,711,0007.75%
SIGNATUREFD, LLC 3,605,089$225,715,0007.73%
View complete list of ISHARES TR shareholders