Atlas Private Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 415 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Atlas Private Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$254,186
-25.1%
2,397
-17.6%
0.05%
-30.4%
Q2 2023$339,586
+43.3%
2,909
+36.2%
0.07%
-34.3%
Q1 2022$237,000
+2.6%
2,136
-5.1%
0.10%
-1.9%
Q4 2021$231,000
-4.1%
2,251
-2.8%
0.11%
-15.1%
Q3 2021$241,000
-0.8%
2,315
+4.1%
0.13%
-3.8%
Q2 2021$243,000
-12.9%
2,223
-17.1%
0.13%
-16.0%
Q1 2021$279,000
+9.4%
2,682
-0.4%
0.16%
-8.8%
Q4 2020$255,000
+17.0%
2,692
+95.6%
0.17%
-6.0%
Q3 2020$218,000
-15.8%
1,376
-12.4%
0.18%
-20.9%
Q2 2020$259,0001,5700.23%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders