Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 228 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.29 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 Q1 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders