ATTICUS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
ATTICUS WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,582
-3.7%
1880.0%0.01%0.0%
Q2 2023$14,100
+4.9%
1880.0%0.01%0.0%
Q1 2023$13,444
+4.7%
1880.0%0.01%0.0%
Q4 2022$12,840
+7.0%
1880.0%0.01%0.0%
Q2 2022$12,000
-20.0%
1880.0%0.01%0.0%
Q1 2022$15,000
-6.2%
1880.0%0.01%
-16.7%
Q4 2021$16,000
+6.7%
1880.0%0.01%
-14.3%
Q3 2021$15,0000.0%1880.0%0.01%0.0%
Q2 2021$15,0000.0%1880.0%0.01%0.0%
Q1 2021$15,000
+7.1%
1880.0%0.01%0.0%
Q4 2020$14,000
+27.3%
188
+300.0%
0.01%0.0%
Q3 2020$11,0000.0%470.0%0.01%0.0%
Q2 2020$11,000
+37.5%
470.0%0.01%
+16.7%
Q1 2020$8,000
-27.3%
470.0%0.01%
-14.3%
Q4 2019$11,000470.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
McAlister, Sweet & Associates, Inc. 48,834$3,868,6293.59%
Dentgroup LLC 6,245$494,7210.44%
Harbour Capital Advisors, LLC 10,180$783,0460.22%
Bromfield Sneider Wealth Advisors 2,984$236,3890.16%
Montecito Bank & Trust 8,946$708,7020.15%
DOLIVER ADVISORS, LP 5,486$434,6010.13%
BENNETT SELBY INVESTMENTS LP 3,210$254,2960.13%
High Net Worth Advisory Group LLC 3,080$243,9980.09%
FC Advisory LLC 2,732$216,4130.08%
Founders Capital Management 1,126$89,2020.06%
View complete list of ISHARES TR shareholders