Atlantic Private Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 30 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$3,534,321
+4.6%
148,252
+4.4%
3.57%
+3.9%
Q2 2023$3,379,358
+20.9%
141,980
+21.9%
3.44%
+17.0%
Q1 2023$2,796,103
+48.3%
116,456
+47.3%
2.94%
+44.9%
Q4 2022$1,885,922
+283.3%
79,074
+285.2%
2.03%
+267.4%
Q3 2022$492,000
+55.2%
20,529
+59.5%
0.55%
+84.0%
Q1 2022$317,000
-3.1%
12,869
+0.1%
0.30%
+4.5%
Q4 2021$327,00012,8620.29%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Capital Investment Advisors, LLC 1,181,799$28,197,7130.71%
Horizons Wealth Management 38,210$911,6810.60%
Montecito Bank & Trust 46,189$1,102,0700.24%
Richard P Slaughter Associates Inc 36,894$880,2900.22%
Greenfield Savings Bank 12,099$288,6820.17%
View complete list of ISHARES TR shareholders