Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 273 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,808,960
-6.5%
23,047
+1.7%
0.03%
-8.6%
Q2 2023$1,935,748
+18.4%
22,656
-2.6%
0.04%
+12.9%
Q1 2023$1,635,195
+26.0%
23,264
+48.6%
0.03%
+34.8%
Q4 2021$1,298,000
+25.5%
15,651
+4.8%
0.02%
+15.0%
Q2 2021$1,034,000
-8.4%
14,934
-10.2%
0.02%
-20.0%
Q1 2021$1,129,000
+456.2%
16,638
+263.4%
0.02%
+400.0%
Q4 2019$203,000
-53.7%
4,578
-54.7%
0.01%
-68.8%
Q3 2019$438,000
+64.7%
10,114
+49.2%
0.02%
+60.0%
Q2 2019$266,0006,7810.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,715$9,750,2773.23%
COTTONWOOD CAPITAL ADVISORS, LLC 48,592$3,415,5003.15%
Baymount Management LP 20,000$1,700,0002.81%
Beaumont Capital Management, LLC 52,410$3,683,8832.56%
Capital Asset Advisory Services LLC 446,198$31,363,2242.33%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$2,176,5352.14%
SPC Financial, Inc. 249,830$17,560,5512.00%
Migdal Insurance & Financial Holdings Ltd. 1,030,735$72,4501.60%
Ciovacco Capital Management LLC 14,076$9891.52%
Varma Mutual Pension Insurance Co 1,629,684$114,550,4881.40%
View complete list of ISHARES TR shareholders