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 ↓
Paradigm, Strategies in Wealth Management, LLC 98,747$2,515,0002.63%
Gateway Advisory, LLC 317,910$8,098,0002.20%
Praetorian Wealth Management, Inc. 203,316$5,178,0001.76%
SONATA CAPITAL GROUP INC 123,645$3,150,0001.39%
Virginia National Bank 38,560$982,0001.12%
SENTINEL PENSION ADVISORS INC 105,049$2,676,0000.91%
LEAVELL INVESTMENT MANAGEMENT, INC. 386,891$9,855,0000.68%
Paradiem, LLC 65,342$1,662,0000.54%
NORTHCAPE WEALTH MANAGEMENT, LLC 68,908$1,755,0000.51%
First Affirmative Financial Network 20,835$531,0000.51%
View complete list of ISHARES TR shareholders