Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$6,585,000
+378.2%
73,967
+466.5%
0.14%
+411.1%
Q2 2021$1,377,000
-54.2%
13,057
-27.5%
0.03%
-77.3%
Q3 2018$3,006,000
+102.7%
18,007
+98.2%
0.12%
+83.1%
Q2 2018$1,483,000
-13.2%
9,084
-25.5%
0.06%
-50.0%
Q4 2016$1,708,000
+1.5%
12,198
-19.4%
0.13%
-22.6%
Q4 2013$1,683,000
+49.3%
15,131
+37.2%
0.17%
+43.6%
Q3 2013$1,127,000
+60.1%
11,029
+46.3%
0.12%
+36.0%
Q2 2013$704,0007,5390.09%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders