Atwater Malick LLC - ISHARES TR ownership

Quarter-by-quarter ownership
Atwater Malick LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,213,127
+46.9%
47,527
+46.7%
0.53%
+51.3%
Q2 2023$825,825
+147.5%
32,398
+146.9%
0.35%
+126.3%
Q1 2023$333,718
+14.8%
13,123
+14.4%
0.16%
+9.1%
Q4 2022$290,688
+9.7%
11,467
+9.4%
0.14%
-3.4%
Q3 2022$265,00010,4820.15%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 119,102$3,125,0001.53%
Gateway Advisory, LLC 188,420$4,943,0001.45%
SENTINEL PENSION ADVISORS INC 76,710$2,012,0000.84%
SONATA CAPITAL GROUP INC 50,231$1,318,0000.84%
Paulson Wealth Management Inc. 41,884$1,099,0000.77%
LEAVELL INVESTMENT MANAGEMENT, INC. 255,185$6,695,0000.65%
Guidance Point Advisors, LLC 32,735$858,0000.48%
Stonebridge Capital Advisors LLC 91,794$2,408,0000.45%
Roof Eidam Maycock Peralta, LLC 41,705$1,094,0000.42%
TLWM 26,720$701,0000.41%
View complete list of ISHARES TR shareholders