ATLAS CAPITAL ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$206,384
-6.2%
2,985
-1.0%
0.03%
+3.0%
Q2 2023$219,916
-30.4%
3,015
-31.4%
0.03%
-34.0%
Q1 2023$315,854
-9.3%
4,396
-17.0%
0.05%
-15.3%
Q4 2022$348,200
-99.9%
5,296
-1.8%
0.06%
+7.3%
Q3 2022$302,747,000
-22.1%
5,393
-12.9%
0.06%
-16.7%
Q2 2022$388,715,000
-20.8%
6,193
-7.0%
0.07%
-13.2%
Q1 2022$491,044,000
-7.2%
6,660
+0.0%
0.08%
-3.8%
Q4 2021$529,137,000
+1.5%
6,659
+0.1%
0.08%
-6.0%
Q3 2021$521,566,000
+8.1%
6,654
+9.0%
0.08%
+3.7%
Q2 2021$482,662,000
+4.3%
6,107
+0.1%
0.08%
-10.0%
Q1 2021$462,955,000
+96.4%
6,099
+89.1%
0.09%
+80.0%
Q4 2020$235,666,000
+16.0%
3,226
+0.8%
0.05%
+4.2%
Q3 2020$203,237,000
+4.8%
3,201
-0.0%
0.05%
+6.7%
Q2 2020$193,953,000
+14.2%
3,202
+0.2%
0.04%
-11.8%
Q1 2020$169,899,000
-20.7%
3,196
+2.6%
0.05%
-3.8%
Q4 2019$214,193,000
+271.2%
3,116
+246.2%
0.05%
+211.8%
Q3 2019$57,708,0009000.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 171,964$13,664,00011.97%
High Note Wealth, LLC 289,740$23,022,0007.77%
Parcion Private Wealth LLC 828,088$66,007,0005.96%
SPINNAKER TRUST 1,147,209$91,157,0005.84%
Bond & Devick Financial Network, Inc. 89,630$7,122,0005.34%
Financial Network Wealth Management LLC 112,016$8,901,0004.51%
Tillar-Wenstrup Advisors, LLC 104,443$8,299,0003.91%
Ellevest, Inc. 512,358$40,772,0003.63%
Highland Private Wealth Management 345,340$27,441,0003.48%
RVW Wealth, LLC 382,097$30,361,0003.39%
View complete list of ISHARES TR shareholders