Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 70 filers reported holding ISHARES TR in Q2 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$1,276,905
-0.9%
13,932
-5.0%
0.02%0.0%
Q2 2023$1,288,995
+2.5%
14,666
-0.2%
0.02%
-4.2%
Q1 2023$1,257,937
+5.3%
14,692
+12.4%
0.02%0.0%
Q4 2022$1,195,040
+7.1%
13,074
-7.3%
0.02%
-4.0%
Q3 2022$1,116,000
+10.2%
14,106
+15.5%
0.02%
+19.0%
Q2 2022$1,013,00012,2150.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 55,540$3,539,0002.94%
MARTIN & CO INC /TN/ 67,525$4,303,0001.40%
Baltimore-Washington Financial Advisors, Inc. 95,764$6,102,0001.39%
Hills Bank & Trust Co 47,115$3,003,0000.94%
Robinson Value Management, Ltd. 5,584$356,0000.33%
Madden Advisory Services, Inc. 6,465$411,0000.26%
Brinker Capital Investments, LLC 109,500$6,977,0000.25%
EP Wealth Advisors, LLC 24,931$1,589,0000.18%
First Heartland Consultants, Inc. 9,245$589,0000.14%
BANK HAPOALIM BM 5,315$339,0000.08%
View complete list of ISHARES TR shareholders