Atlas Private Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 708 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
Atlas Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,020,803
-3.1%
14,131
+0.6%
0.55%
-1.3%
Q2 2023$1,053,129
+11.3%
14,042
+6.1%
0.56%
-2.5%
Q1 2023$946,174
-3.1%
13,231
-7.5%
0.57%
+26.2%
Q4 2022$976,632
+6.2%
14,299
-2.0%
0.45%
-32.3%
Q3 2022$920,000
+1.4%
14,591
+2.5%
0.67%
+7.6%
Q2 2022$907,000
-15.8%
14,237
+2.1%
0.62%
-1.1%
Q1 2022$1,077,000
-10.9%
13,939
-1.7%
0.63%
-7.1%
Q4 2021$1,209,000
+8.4%
14,180
+0.7%
0.67%
-1.2%
Q3 2021$1,115,000
+15.8%
14,078
+18.3%
0.68%
+14.8%
Q2 2021$963,000
+2.3%
11,896
-0.9%
0.59%
-1.2%
Q1 2021$941,000
+7.7%
12,010
-0.7%
0.60%
-3.5%
Q4 2020$874,000
+14.4%
12,098
+278.5%
0.62%
+4.2%
Q3 2020$764,000
+20.5%
3,196
+12.9%
0.60%
+17.0%
Q2 2020$634,000
+14.6%
2,832
-8.6%
0.51%0.0%
Q1 2020$553,000
-26.9%
3,099
-2.4%
0.51%
-12.0%
Q4 2019$756,0003,1750.58%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders