Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 228 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,631,763
+4.6%
8,147
+4.0%
0.03%
-3.3%
Q1 2023$1,560,690
+8.7%
7,834
+10.7%
0.03%
+3.4%
Q4 2022$1,435,574
+4.0%
7,079
-7.8%
0.03%
-3.3%
Q3 2022$1,380,000
+22.7%
7,676
+33.0%
0.03%
+25.0%
Q2 2022$1,125,000
-8.7%
5,771
-6.1%
0.02%
+9.1%
Q1 2022$1,232,000
-38.3%
6,146
-54.0%
0.02%
-63.9%
Q3 2020$1,997,000
+24.4%
13,370
+1.4%
0.06%
-37.8%
Q2 2017$1,605,000
-34.3%
13,189
-39.2%
0.10%
-64.7%
Q1 2016$2,443,000
-0.9%
21,709
-9.3%
0.28%
+2.6%
Q4 2015$2,466,000
+0.1%
23,934
-0.4%
0.27%
-20.5%
Q3 2015$2,464,00024,0190.34%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
BANK HAPOALIM BM 113,000$19,595,0002.71%
First Citizens Financial Corp 13,681$2,372,0002.07%
Fernwood Investment Management, LLC 27,988$4,853,0001.91%
Concord Wealth Partners 10,459$1,814,0001.40%
Demars Financial Group, LLC 10,849$1,881,0001.33%
Grace Capital 8,600$1,491,0000.94%
Stonebridge Financial Planning Group, LLC 7,703$1,336,0000.85%
Outlook Wealth Advisors, LLC 6,856$1,189,0000.43%
Jaffetilchin Investment Partners, LLC 16,928$2,935,0000.42%
Conservest Capital Advisors, Inc. 16,547$2,869,0000.34%
View complete list of ISHARES TR shareholders