Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 284 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,363,792
+18.5%
69,976
+23.5%
0.06%
+17.6%
Q2 2023$2,839,164
-4.9%
56,681
-3.8%
0.05%
-10.5%
Q1 2023$2,984,935
-3.3%
58,921
-6.2%
0.06%
-9.5%
Q4 2022$3,086,465
+7.7%
62,848
+5.4%
0.06%0.0%
Q3 2022$2,865,000
+18.3%
59,616
+25.5%
0.06%
+23.5%
Q2 2022$2,421,000
+77.5%
47,501
+91.7%
0.05%
+112.5%
Q1 2022$1,364,000
-6.4%
24,774
+1.5%
0.02%
-7.7%
Q4 2021$1,457,000
+8.9%
24,396
+9.6%
0.03%
+8.3%
Q3 2021$1,338,000
+67.5%
22,269
+47.6%
0.02%
-31.4%
Q4 2018$799,000
-18.6%
15,089
+74.2%
0.04%
-68.5%
Q1 2015$982,000
+38.9%
8,660
+37.0%
0.11%
+48.0%
Q4 2014$707,000
+1.1%
6,321
-0.1%
0.08%
+5.6%
Q3 2014$699,000
+1.0%
6,329
-2.2%
0.07%
+2.9%
Q4 2013$692,0006,4730.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders