Atlantic Private Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is EMXF and the CUSIP is 46436E742. A total of 22 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Atlantic Private Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,033,059
-4.6%
30,5100.0%1.04%
-5.3%
Q2 2023$1,082,638
+2.0%
30,510
+0.7%
1.10%
-1.3%
Q1 2023$1,061,886
+13.1%
30,298
+9.9%
1.12%
+10.5%
Q4 2022$938,666
+7.9%
27,564
+0.3%
1.01%
+3.5%
Q3 2022$870,000
-13.0%
27,4790.0%0.98%
-5.0%
Q2 2022$1,000,000
+59.2%
27,479
+79.3%
1.03%
+72.9%
Q1 2022$628,000
-4.8%
15,3220.0%0.59%
+2.4%
Q4 2021$660,00015,3220.58%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 30,510$1,033,0591.04%
Values Added Financial LLC 25,192$853,0010.78%
Financial Connections Group, Inc. 10,884$3680.45%
Walkner Condon Financial Advisors LLC 29,895$1,011,8350.27%
Wade Financial Advisory, Inc 15,870$537,3580.23%
FLOW TRADERS U.S. LLC 94,471$3,1990.15%
Biltmore Family Office, LLC 19,268$652,4040.15%
Crestone Asset Management LLC 16,162$547,2450.13%
WRAPMANAGER INC 10,409$352,4490.11%
Financial Insights, Inc. 6,052$200,1400.07%
View complete list of ISHARES TR shareholders