Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 231 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,172,000
+13.1%
10,392
+7.5%
0.02%
+10.5%
Q3 2021$1,036,000
-18.8%
9,668
-15.8%
0.02%
-24.0%
Q2 2021$1,276,000
+4.7%
11,483
-0.4%
0.02%
-7.4%
Q1 2021$1,219,000
-31.1%
11,531
+1.8%
0.03%
-61.4%
Q3 2018$1,768,000
+17.6%
11,323
+8.3%
0.07%
+6.1%
Q2 2018$1,503,000
+25.9%
10,456
+27.0%
0.07%
+13.8%
Q1 2018$1,194,000
-88.4%
8,235
-91.9%
0.06%
-94.5%
Q3 2014$10,275,000
-3.2%
101,606
-0.8%
1.05%
-0.8%
Q2 2014$10,610,000
+3662.4%
102,416
+3557.7%
1.06%
+3551.7%
Q1 2014$282,000
-97.4%
2,800
-97.4%
0.03%
-97.3%
Q4 2013$10,872,000
-23.2%
107,239
-31.4%
1.08%
-26.4%
Q3 2013$14,152,000
+21.8%
156,342
+11.6%
1.47%
+4.0%
Q2 2013$11,620,000140,1241.42%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders