Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,988,912
+37.5%
42,781
+16.2%
0.04%
+28.1%
Q3 2022$1,447,000
-71.7%
36,812
-72.6%
0.03%
-70.1%
Q2 2022$5,120,000
-51.7%
134,302
-48.2%
0.11%
-42.5%
Q1 2022$10,610,000
+36.9%
259,287
+0.7%
0.19%
+34.8%
Q4 2021$7,753,000
-16.6%
257,579
-21.7%
0.14%
-17.9%
Q3 2021$9,293,000
-4.7%
328,824
-1.9%
0.17%
-10.6%
Q2 2021$9,750,000
+42.9%
335,152
+28.9%
0.19%
+24.5%
Q1 2021$6,822,000
+236.6%
260,090
+438.2%
0.15%
+69.7%
Q2 2018$2,027,000
+210.9%
48,325
+177.3%
0.09%
+147.2%
Q3 2017$652,000
-21.7%
17,430
-11.4%
0.04%
-63.3%
Q2 2015$833,000
-77.9%
19,666
-77.3%
0.10%
-77.0%
Q1 2015$3,771,000
-61.5%
86,485
-54.5%
0.43%
-57.4%
Q3 2014$9,795,000
-24.3%
190,047
-16.6%
1.00%
-22.4%
Q2 2014$12,943,000
-26.3%
227,867
-33.8%
1.29%
-27.8%
Q1 2014$17,554,000
+68.3%
344,324
+66.7%
1.79%
+72.2%
Q4 2013$10,429,000
-25.9%
206,547
-30.9%
1.04%
-29.1%
Q3 2013$14,083,000
+27.5%
299,007
+20.5%
1.46%
+8.9%
Q2 2013$11,048,000248,1071.34%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders