Atlantic Private Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Atlantic Private Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$285,660
+6.6%
4,044
-5.4%
0.31%
+2.0%
Q3 2022$268,000
-51.3%
4,275
-48.0%
0.30%
-46.7%
Q2 2022$550,0008,2230.56%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Tennessee Valley Asset Management Partners 380,073$21,968,00015.98%
Family Firm, Inc. 248,690$43,215,00015.35%
Balentine LLC 2,634,803$152,292,0009.10%
ERTS Wealth Advisors, LLC 289,523$16,734,0008.46%
Fortis Advisors, LLC 210,119$12,145,0005.71%
BIEGEL & WALLER LLC 146,468$8,466,0004.74%
ASPIRIANT, LLC 891,924$51,549,0004.62%
Miller Investment Management, LP 276,249$15,967,0003.63%
SENTINEL TRUST CO LBA 219,917$12,711,0003.42%
MITCHELL CAPITAL MANAGEMENT CO 123,109$7,116,0002.40%
View complete list of ISHARES TR shareholders