Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,449,916
-8.8%
30,842
-4.5%
0.03%
-10.3%
Q2 2023$1,590,074
-22.9%
32,305
-28.7%
0.03%
-31.0%
Q4 2022$2,061,478
-22.2%
45,307
-31.6%
0.04%
-27.6%
Q3 2022$2,649,000
-61.0%
66,219
-56.1%
0.06%
-59.2%
Q2 2022$6,787,000
+21.2%
150,819
+40.7%
0.14%
+44.9%
Q1 2022$5,602,000
+193.6%
107,172
+212.4%
0.10%
+188.2%
Q4 2021$1,908,000
+81.7%
34,308
+81.1%
0.03%
+78.9%
Q3 2021$1,050,000
-33.2%
18,948
-44.5%
0.02%
-60.4%
Q3 2020$1,571,000
+56.6%
34,151
+67.3%
0.05%
+77.8%
Q4 2019$1,003,000
-2.5%
20,410
-8.7%
0.03%
-27.0%
Q3 2019$1,029,000
+11.2%
22,348
+6.0%
0.04%
+8.8%
Q2 2019$925,000
-7.6%
21,092
-2.5%
0.03%
-19.0%
Q1 2019$1,001,000
-67.4%
21,628
-70.5%
0.04%
-69.1%
Q4 2018$3,072,000
+133.8%
73,209
+165.7%
0.14%
+161.5%
Q3 2018$1,314,000
+98.5%
27,551
+96.7%
0.05%
+79.3%
Q2 2018$662,000
-16.5%
14,005
-12.2%
0.03%
-23.7%
Q1 2018$793,000
-1.4%
15,954
-0.9%
0.04%
-5.0%
Q4 2017$804,000
+72.2%
16,095
+66.7%
0.04%
+60.0%
Q3 2017$467,000
+9.6%
9,653
+3.2%
0.02%
-3.8%
Q2 2017$426,000
+100.9%
9,351
+92.4%
0.03%
+85.7%
Q1 2017$212,000
-71.8%
4,859
-74.0%
0.01%
-75.4%
Q4 2016$753,000
+272.8%
18,689
+284.6%
0.06%
+200.0%
Q3 2016$202,000
-66.1%
4,859
-63.9%
0.02%
-72.9%
Q2 2015$595,00013,4630.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders