Atlas Private Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 260 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Atlas Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$306,617
-47.1%
6,517
-51.3%
0.14%
-53.7%
Q3 2023$579,625
-3.2%
13,389
+5.0%
0.31%
-1.6%
Q2 2023$598,629
+0.3%
12,750
+1.9%
0.32%
-12.0%
Q1 2023$596,703
+17.9%
12,509
+13.3%
0.36%
+54.1%
Q4 2022$506,004
+5.2%
11,038
-4.0%
0.23%
-33.0%
Q3 2022$481,000
-2.8%
11,494
+8.6%
0.35%
+3.0%
Q2 2022$495,00010,5860.34%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
STEEL GROVE CAPITAL ADVISORS, LLC 296,006$12,329,0003.06%
Polaris Wealth Advisory Group, LLC 288,015$11,996,0002.81%
QS Investors, LLC 1,289,493$53,707,0001.62%
NewSquare Capital LLC 94,525$3,937,0001.58%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 30,837$1,284,0000.50%
Camelot Portfolios, LLC 15,012$625,0000.42%
Lattice Strategies LLC 18,918$788,0000.40%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 308,040$12,830,0000.36%
BAILARD, INC. 52,200$2,174,0000.34%
Kistler-Tiffany Companies, LLC 10,825$451,0000.34%
View complete list of ISHARES TR shareholders