ATLAS CAPITAL ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 338,787$23,420,35416.89%
Dunhill Financial, LLC 318,114$22,147,06813.97%
Forefront Analytics, LLC 344,925$23,844,84213.52%
High Note Wealth, LLC 239,807$16,577,8776.85%
Laurel Wealth Planning LLC 123,130$8,5126.62%
SPINNAKER TRUST 1,166,204$80,619,6836.07%
Financial Network Wealth Management LLC 163,350$11,1275.43%
Shira Ridge Wealth Management 100,446$6,943,8474.56%
Bond & Devick Financial Network, Inc. 101,025$6,983,8664.49%
Ellevest, Inc. 733,218$50,687,3573.90%
View complete list of ISHARES TR shareholders