Atlas Private Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Atlas Private Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$48,0000.0%613
+0.7%
0.02%
-3.8%
Q2 2021$48,0000.0%609
+0.7%
0.03%
-3.7%
Q1 2021$48,000
+2.1%
605
+0.7%
0.03%
-15.6%
Q4 2020$47,000
+6.8%
601
+101.7%
0.03%
-13.5%
Q3 2020$44,000
+7.3%
298
+0.7%
0.04%
+2.8%
Q2 2020$41,0002960.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Destination Wealth Management 618,046$51,736,6121.96%
BOS Asset Management, LLC 26,379$2,208,1861.84%
San Luis Wealth Advisors LLC 40,790$3,4151.31%
LBMC INVESTMENT ADVISORS, LLC 127,047$10,635,0661.08%
Essex LLC 32,093$2,777,3280.84%
TAP Consulting, LLC 33,574$2,810,4740.69%
COUNTRY CLUB BANK /GFN 85,692$7,115,0060.58%
HOLDERNESS INVESTMENTS CO 17,086$1,430,2730.57%
Family Firm, Inc. 22,524$1,885,5220.52%
COTTONWOOD CAPITAL ADVISORS, LLC 6,607$553,0350.51%
View complete list of ISHARES TR shareholders