Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,125,000
-40.4%
4,069
-44.0%
0.02%
-44.4%
Q2 2021$1,889,000
+1.0%
7,268
+0.1%
0.04%
-12.2%
Q1 2021$1,871,000
+32.7%
7,262
+13.6%
0.04%
+20.6%
Q4 2020$1,410,000
+10.9%
6,393
+0.0%
0.03%
-12.8%
Q3 2020$1,271,000
+279.4%
6,390
+266.0%
0.04%
+129.4%
Q4 2017$335,0001,7460.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,662$6,613,0003.88%
McGuire Investment Group, LLC 21,821$3,549,0001.23%
Richard Bernstein Advisors LLC 190,850$31,039,0000.97%
Clarus Wealth Advisors 5,007$824,0000.69%
Zimmer Partners, LP 200,000$32,528,0000.44%
Capital Advisors, Ltd. LLC 10,124$1,647,0000.44%
GREENWOOD CAPITAL ASSOCIATES LLC 10,543$1,715,0000.39%
Sage Capital Advisors,llc 3,531$574,0000.37%
GARRISON POINT ADVISORS, LLC 2,237$364,0000.36%
FIRST UNITED BANK & TRUST 3,085$502,0000.30%
View complete list of ISHARES TR shareholders