Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 263 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 10.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$2,081,000
-3.3%
24,506
+7.6%
0.04%
-9.5%
Q2 2021$2,153,000
+544.6%
22,782
+260.0%
0.04%
-8.7%
Q3 2015$334,000
-44.2%
6,329
-33.5%
0.05%
-34.3%
Q2 2015$599,000
+76.7%
9,515
+79.8%
0.07%
+84.2%
Q1 2015$339,000
+22.8%
5,292
+17.0%
0.04%
+31.0%
Q4 2014$276,000
+6.2%
4,523
+6.8%
0.03%
+7.4%
Q3 2014$260,000
-49.5%
4,234
-50.4%
0.03%
-47.1%
Q4 2013$515,000
-6.5%
8,531
-9.8%
0.05%
-10.5%
Q3 2013$551,0009,4530.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Core Wealth Advisors, Inc. 85,751$7,946,0007.01%
Analyst IMS Investment Management Services Ltd. 464,011$42,995,0005.76%
Accredited Investors Inc. 404,533$37,484,0005.02%
Granby Capital Management, LLC 75,000$6,950,0004.94%
H&H Retirement Design & Management INC 86,856$8,100,0004.87%
Strategic Point Investment Advisors, LLC 190,015$17,607,0004.66%
OLD MISSION CAPITAL LLC 837,442$77,597,0004.32%
Riggs Asset Managment Co. Inc. 136,281$12,628,0003.83%
WestEnd Advisors, LLC 958,882$88,850,006,0003.56%
LFA - Lugano Financial Advisors SA 52,159$4,833,0003.38%
View complete list of ISHARES TR shareholders