Atlantic Private Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.

Quarter-by-quarter ownership
Atlantic Private Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$33,508
-3.7%
1370.0%0.03%
-2.9%
Q2 2023$34,796
+8.4%
137
+0.7%
0.04%
+2.9%
Q1 2023$32,1051360.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
TLWM 205,951$57,151,00019.14%
Camarda Financial Advisors, LLC 119,637$33,199,00018.79%
Family Firm, Inc. 225,685$62,628,00016.20%
AlphaCore Capital LLC 130,144$36,115,00015.74%
SCS Capital Management LLC 2,384,048$661,573,00014.52%
Wind River Trust Co 140,979$39,122,00014.20%
Wealthstream Advisors, Inc. 57,683$16,007,00013.65%
PITCAIRN CO 674,889$187,282,00012.05%
Evensky & Katz LLC 449,549$124,750,00012.02%
Brooklyn FI, LLC 42,320$11,744,00011.03%
View complete list of ISHARES TR shareholders