Atlas Private Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 160 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.90 and the average weighting 0.2%.

Quarter-by-quarter ownership
Atlas Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$613,000
-11.5%
14,347
+3.9%
0.42%
+4.0%
Q1 2022$693,000
-9.2%
13,802
-1.6%
0.40%
-5.2%
Q4 2021$763,000
+6.4%
14,031
+2.1%
0.42%
-3.0%
Q3 2021$717,000
+14.4%
13,748
+16.8%
0.44%
+13.2%
Q2 2021$627,000
+5.9%
11,766
-0.2%
0.39%
+2.4%
Q1 2021$592,000
+91.6%
11,789
+83.1%
0.38%
+71.8%
Q4 2020$309,000
+25.1%
6,438
+9.1%
0.22%
+14.0%
Q3 2020$247,000
+5.1%
5,900
+1.2%
0.19%
+2.1%
Q2 2020$235,000
-0.8%
5,829
-13.1%
0.19%
-13.7%
Q1 2020$237,000
-25.2%
6,704
-0.8%
0.22%
-9.9%
Q4 2019$317,0006,7590.24%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
METLIFE INC 12,206$553,8105.80%
Checchi Capital Advisers, LLC 393,821$17,836,1581.85%
Providence First Trust Co 56,648$2,565,5881.51%
One Wealth Advisors, LLC 134,786$6,104,4581.39%
Willis Johnson & Associates, Inc. 220,122$9,969,3401.30%
LaSalle St. Investment Advisors, LLC 56,607$2,5631.21%
Stelac Advisory Services LLC 58,706$2,658,7951.20%
Palisades Hudson Asset Management, L.P. 42,360$1,9181.06%
ShoreHaven Wealth Partners, LLC 33,037$1,496,2461.06%
Karpus Management, Inc. 643,653$29,151,0350.98%
View complete list of ISHARES TR shareholders