Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 213 filers reported holding ISHARES TR in Q2 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 2024$1,106,726
-26.4%
16,336
-23.2%
0.01%
-33.3%
Q1 2024$1,503,695
+40.0%
21,275
+27.6%
0.02%
+23.5%
Q4 2023$1,074,192
-33.7%
16,667
-46.6%
0.02%
-50.0%
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 Q2 2022
NameSharesValueWeighting ↓
KAYS FINANCIAL ADVISORY CORP /ADV 94,001$14,716,0009.96%
Summit Asset Management, LLC 61,175$9,577,0006.92%
Courage Miller Partners, LLC 17,484$2,737,0002.26%
US FINANCIAL ADVISORS, LLC 7,876$1,233,0001.10%
M Holdings Securities, Inc. 7,540$1,180,0000.76%
Neumann Capital Management, LLC 6,056$948,0000.62%
MSI Financial Services Inc 22,252$3,484,0000.38%
GHP Investment Advisors, Inc. 6,167$966,0000.27%
Investors Capital Advisory Services 2,734$428,0000.08%
Sigma Planning Corp 3,761$589,0000.08%
View complete list of ISHARES TR shareholders