Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,679,811
-80.0%
78,571
-80.0%
0.16%
-80.3%
Q2 2023$43,462,379
-1.5%
393,503
-1.5%
0.78%
-6.0%
Q1 2023$44,133,993
+6.9%
399,403
+6.3%
0.84%
-1.3%
Q4 2022$41,284,815
-7.6%
375,589
-7.5%
0.85%
-14.2%
Q3 2022$44,675,000
-15.7%
406,139
-15.6%
0.99%
-11.3%
Q2 2022$52,994,000
+944.0%
481,325
+945.4%
1.11%
+1148.3%
Q1 2022$5,076,000
+271.6%
46,040
+272.2%
0.09%
+270.8%
Q4 2021$1,366,000
+30.3%
12,370
+30.4%
0.02%
+26.3%
Q3 2021$1,048,000
-35.6%
9,489
-35.5%
0.02%
-38.7%
Q2 2021$1,627,000
-8.0%
14,722
-8.0%
0.03%
-20.5%
Q1 2021$1,768,000
-26.8%
16,000
-26.7%
0.04%
-32.8%
Q4 2020$2,414,000
+25.8%
21,838
+26.0%
0.06%0.0%
Q3 2020$1,919,000
-67.4%
17,333
-67.4%
0.06%
-71.3%
Q2 2020$5,886,000
+276.6%
53,148
+275.6%
0.20%
+381.0%
Q4 2019$1,563,000
-37.0%
14,152
-37.1%
0.04%
-61.8%
Q4 2018$2,481,000
+773.6%
22,495
+773.6%
0.11%
+254.8%
Q4 2015$284,000
-62.4%
2,575
-62.4%
0.03%
-70.2%
Q3 2015$755,000
+16.5%
6,848
+16.6%
0.10%
+36.8%
Q2 2015$648,000
-93.5%
5,872
-93.5%
0.08%
-93.3%
Q1 2015$9,958,000
+213.8%
90,310
+213.8%
1.13%
+234.4%
Q4 2014$3,173,000
+592.8%
28,780
+593.5%
0.34%
+617.0%
Q3 2014$458,000
-43.0%
4,150
-43.0%
0.05%
-42.7%
Q1 2014$803,000
-58.0%
7,281
-58.0%
0.08%
-57.1%
Q4 2013$1,913,000
-6.5%
17,355
-6.4%
0.19%
-10.3%
Q3 2013$2,045,000
-80.2%
18,543
-80.3%
0.21%
-83.1%
Q2 2013$10,353,00093,9261.26%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders