Atlantic Private Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTK and the CUSIP is 46436E593. A total of 86 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Atlantic Private Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,815,408
+80.6%
94,185
+82.0%
1.48%
+76.9%
Q1 2024$1,005,190
+5.9%
51,761
+7.5%
0.84%
-1.4%
Q4 2023$949,408
+4.7%
48,144
+0.3%
0.85%
-7.4%
Q3 2023$907,022
+109.5%
47,991
+117.9%
0.92%
+108.2%
Q2 2023$432,858
+68.3%
22,022
+72.5%
0.44%
+63.0%
Q1 2023$257,25212,7670.27%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
NOTTINGHAM ADVISORS, INC. 837,822$11,888,1111.84%
Seneca House Advisors 184,103$3,475,8651.81%
ATWOOD & PALMER INC 797,125$15,065,6631.32%
Atlantic Private Wealth, LLC 47,991$907,0220.92%
Krilogy Financial LLC 267,413$5,054,1050.46%
CONFLUENCE INVESTMENT MANAGEMENT LLC 842,910$15,930,9930.25%
Stockman Wealth Management, Inc. 54,484$1,029,7480.23%
COUNTRY CLUB BANK 107,123$2,023,5520.16%
Community Bank, N.A. 27,945$527,8690.07%
Cetera Advisors LLC 135,752$2,565,7130.04%
View complete list of ISHARES TR shareholders