Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.9%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,144,661
+0.9%
45,771
-1.1%
0.07%
-4.3%
Q1 2024$5,098,036
+3.7%
46,291
-4.2%
0.07%
-7.9%
Q4 2023$4,915,091
+56.1%
48,296
+41.7%
0.08%
+35.7%
Q3 2023$3,148,806
+50.5%
34,089
+56.3%
0.06%
+47.4%
Q2 2023$2,092,169
+36.6%
21,807
+29.8%
0.04%
+31.0%
Q1 2023$1,531,456
-55.6%
16,800
-58.6%
0.03%
-59.2%
Q4 2022$3,448,135
-21.2%
40,623
-27.7%
0.07%
-26.8%
Q3 2022$4,376,000
-43.5%
56,222
-39.1%
0.10%
-40.1%
Q2 2022$7,741,000
+47.8%
92,274
+75.8%
0.16%
+76.1%
Q1 2022$5,238,000
+80.5%
52,498
+91.3%
0.09%
+76.9%
Q4 2021$2,902,000
+2.8%
27,436
-2.9%
0.05%
+2.0%
Q3 2021$2,823,000
+14.6%
28,252
+16.0%
0.05%
+6.2%
Q2 2021$2,464,000
+1.8%
24,346
-4.3%
0.05%
-11.1%
Q1 2021$2,421,000
+0.4%
25,449
-4.2%
0.05%
-6.9%
Q4 2020$2,411,000
+38.2%
26,572
+21.8%
0.06%
+9.4%
Q3 2020$1,744,000
-2.9%
21,825
-10.5%
0.05%
-14.5%
Q2 2020$1,797,000
-15.2%
24,382
-8.8%
0.06%
+8.8%
Q4 2019$2,119,000
-10.6%
26,743
-16.8%
0.06%
-32.1%
Q3 2019$2,369,000
+17.7%
32,126
+13.3%
0.08%
+12.0%
Q2 2019$2,012,000
+46.5%
28,362
+49.1%
0.08%
+29.3%
Q1 2019$1,373,000
+15.9%
19,027
+3.0%
0.06%
+9.4%
Q4 2018$1,185,000
-23.6%
18,469
-11.6%
0.05%
-13.1%
Q3 2018$1,551,000
+2.5%
20,885
-1.8%
0.06%
-7.6%
Q2 2018$1,513,000
-10.9%
21,274
-10.2%
0.07%
-19.5%
Q1 2018$1,699,000
+6.0%
23,693
+6.6%
0.08%
+2.5%
Q4 2017$1,603,000
-0.4%
22,230
-5.0%
0.08%
-9.1%
Q3 2017$1,610,000
-7.9%
23,394
-12.4%
0.09%
-17.8%
Q2 2017$1,749,000
+72.7%
26,708
+66.8%
0.11%
+62.1%
Q1 2017$1,013,000
+5.9%
16,015
-1.0%
0.07%
-9.6%
Q4 2016$957,000
-78.0%
16,178
-79.1%
0.07%
-85.2%
Q1 2016$4,348,000
+427.7%
77,562
+391.0%
0.49%
+442.9%
Q4 2015$824,000
-50.9%
15,798
-44.1%
0.09%
-53.8%
Q2 2015$1,679,000
-49.1%
28,245
-49.9%
0.20%
-43.7%
Q4 2014$3,298,00056,3710.35%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Sageworth Trust Co 1,799,132$127,954,00018.30%
ICONIQ Capital, LLC 2,020,866$143,724,00017.69%
DIMENSION CAPITAL MANAGEMENT LLC 370,527$26,352,00014.48%
Bogart Wealth, LLC 303,356$21,574,00013.12%
Bernicke Wealth Management, Ltd. 240,094$17,075,00011.95%
Covenant Multifamily Offices, LLC 338,741$24,091,00010.14%
Arlington Partners LLC 109,000$7,752,0007.33%
Cornerstone Advisors, Inc. 150,778$10,723,0007.32%
DEARBORN CAPITAL MANAGEMENT LLC 45,401$3,229,0006.22%
Conrad N. Hilton Foundation 180,731$12,854,0006.11%
View complete list of ISHARES TR shareholders