Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 369 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.06 and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,027,950
-30.5%
28,573
-23.4%
0.05%
-31.6%
Q2 2023$4,354,339
-25.6%
37,322
-26.6%
0.08%
-28.8%
Q1 2023$5,854,322
+471.0%
50,872
+455.1%
0.11%
+428.6%
Q4 2022$1,025,282
-4.9%
9,165
-15.7%
0.02%
-8.7%
Q2 2022$1,078,000
+72.2%
10,869
+285.4%
0.02%
+35.3%
Q4 2019$626,000
+22.0%
2,820
+23.6%
0.02%
-5.6%
Q3 2019$513,000
+53.1%
2,281
+43.5%
0.02%
+50.0%
Q2 2019$335,000
-24.7%
1,590
-28.7%
0.01%
-36.8%
Q1 2019$445,000
-78.4%
2,229
-76.6%
0.02%
-76.8%
Q3 2018$2,063,000
+18.8%
9,531
+5.6%
0.08%
+7.9%
Q2 2018$1,737,000
-33.0%
9,023
-31.1%
0.08%
-39.2%
Q1 2018$2,594,000
-10.5%
13,105
-14.9%
0.12%
-13.2%
Q4 2017$2,898,000
+4.4%
15,408
-1.2%
0.14%
-4.6%
Q3 2017$2,776,000
+686.4%
15,592
+416.3%
0.15%
+277.5%
Q1 2016$353,0003,0200.04%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders