Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 212 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,621,000
+33.1%
31,216
+64.8%
0.03%
+61.9%
Q1 2022$1,218,000
-14.3%
18,943
-2.4%
0.02%
-16.0%
Q4 2021$1,422,000
+3.9%
19,416
-2.3%
0.02%0.0%
Q3 2021$1,369,000
+9.7%
19,880
+9.8%
0.02%
+4.2%
Q2 2021$1,248,000
+3.5%
18,110
+467.7%
0.02%
-11.1%
Q1 2021$1,206,000
-35.4%
3,190
-34.6%
0.03%
-40.0%
Q4 2020$1,866,000
+40.5%
4,878
+17.7%
0.04%
+12.5%
Q3 2020$1,328,000
-65.4%
4,145
-68.4%
0.04%
-69.7%
Q2 2020$3,840,000
+1032.7%
13,098
+916.9%
0.13%
+1366.7%
Q4 2019$339,0001,2880.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 204,176$11,664,54811.07%
Cosner Financial Group, LLC 147,004$8,398,3397.40%
Cornerstone Planning Group LLC 231,941$13,250,7995.05%
CAPITAL WEALTH MANAGEMENT, LLC 159,052$9,086,6414.98%
CREATIVE FINANCIAL DESIGNS INC /ADV 613,142$35,028,7774.08%
Scott Capital Advisors, LLC 145,876$8,409,7493.35%
ETFIDEA, LLC 123,457$7,053,0983.00%
Matrix Trust Co 169,277$9,6712.52%
Integrated Investment Consultants, LLC 137,377$7,848,3412.43%
FORTE CAPITAL LLC /ADV 270,366$15,445,9832.38%
View complete list of ISHARES TR shareholders