Atlas Private Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 344 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Atlas Private Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$448,182
-5.7%
6,3000.0%0.21%
-18.2%
Q4 2022$475,461
+11.6%
6,3000.0%0.25%
-1.2%
Q3 2022$426,000
-3.4%
6,3000.0%0.26%
-3.0%
Q2 2022$441,000
-18.5%
6,300
-1.6%
0.26%
+10.0%
Q1 2022$541,000
-2.5%
6,4000.0%0.24%
-6.6%
Q4 2021$555,000
+5.1%
6,4000.0%0.26%
-6.9%
Q3 2021$528,000
+1.7%
6,4000.0%0.28%
-1.8%
Q2 2021$519,000
-31.7%
6,400
-36.9%
0.28%
-33.7%
Q1 2021$760,000
+27.9%
10,150
+14.0%
0.42%
+6.5%
Q4 2020$594,000
+51.5%
8,900
+158.0%
0.40%
+21.7%
Q3 2020$392,000
+3.2%
3,4500.0%0.33%
-3.3%
Q2 2020$380,0003,4500.34%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders