Atwater Malick LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Atwater Malick LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$472,689
+0.4%
19,1140.0%0.21%
+3.5%
Q2 2023$470,587
+7.0%
19,114
+6.9%
0.20%
-2.4%
Q1 2023$439,768
+8.1%
17,884
+7.4%
0.21%
+3.0%
Q4 2022$406,740
+3.0%
16,656
+2.6%
0.20%
-9.5%
Q3 2022$395,000
-27.4%
16,241
-26.1%
0.22%
-22.7%
Q2 2022$544,000
+29.5%
21,967
+31.3%
0.29%
+40.9%
Q1 2022$420,000
-0.9%
16,732
+2.4%
0.20%
+3.0%
Q4 2021$424,000
+18.8%
16,334
+20.2%
0.20%
+4.2%
Q3 2021$357,000
+12.3%
13,588
+12.7%
0.19%
+7.4%
Q2 2021$318,000
+45.9%
12,059
+45.9%
0.18%
+31.3%
Q1 2021$218,0008,2680.13%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Gateway Advisory, LLC 999,372$24,335,0006.03%
Paradigm, Strategies in Wealth Management, LLC 234,436$5,709,0005.21%
Tillar-Wenstrup Advisors, LLC 394,512$9,606,0004.80%
PFG Private Wealth Management, LLC 285,412$6,950,0004.56%
Windsor Capital Management, LLC 445,699$10,852,0004.06%
Signature Wealth Management Group 285,826$6,960,0003.54%
Cribstone Capital Management, LLC 214,655$5,227,0003.23%
Summit Asset Management, LLC 398,831$9,712,0003.14%
Peloton Wealth Strategists 244,200$5,946,0003.09%
SONATA CAPITAL GROUP INC 228,415$5,562,0003.06%
View complete list of ISHARES TR shareholders