Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 85 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$1,451,000
-29.9%
8,316
-25.9%
0.05%
-10.7%
Q4 2019$2,069,000
+15.1%
11,217
+4.8%
0.06%
-12.5%
Q3 2019$1,798,000
+5.0%
10,705
+1.5%
0.06%0.0%
Q2 2019$1,713,000
+4.4%
10,547
+2.8%
0.06%
-7.2%
Q1 2019$1,641,000
+14.8%
10,255
+2.3%
0.07%
+9.5%
Q4 2018$1,429,000
-10.6%
10,023
+5.6%
0.06%0.0%
Q3 2018$1,598,000
+4.9%
9,493
-4.1%
0.06%
-6.0%
Q2 2018$1,523,000
+26.1%
9,899
+25.7%
0.07%
+15.5%
Q1 2018$1,208,000
-5.0%
7,877
-1.5%
0.06%
-7.9%
Q4 2017$1,271,000
+49.7%
7,998
+41.9%
0.06%
+37.0%
Q3 2017$849,000
+104.1%
5,637
+98.5%
0.05%
+84.0%
Q2 2017$416,0002,8400.02%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 93,251$5,664,0003.89%
Brand Asset Management Group, Inc. 72,948$4,431,0002.15%
Equitable Holdings, Inc. 781,559$47,471,0000.82%
West Coast Financial LLC 49,005$2,977,0000.48%
LANDAAS & CO /WI /ADV 8,461$514,0000.29%
Karn, Couzens & Associates, Inc. 5,932$360,0000.28%
Liberty Capital Management, Inc. 12,260$745,0000.23%
Cadent Capital Advisors, LLC 8,101$492,0000.20%
J.W. COLE ADVISORS, INC. 38,252$2,323,0000.18%
SeaCrest Wealth Management, LLC 21,995$1,336,0000.16%
View complete list of ISHARES TR shareholders