Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 151 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.1%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,216,216
-0.8%
13,097
-11.1%
0.02%
-7.4%
Q3 2022$1,226,000
+22.6%
14,725
+14.6%
0.03%
+28.6%
Q2 2022$1,000,000
-23.1%
12,847
-16.7%
0.02%
-8.7%
Q1 2022$1,300,00015,4230.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 149,888$8,709,0002.93%
EWG Elevate Inc. 119,167$6,925,0002.86%
ALTFEST L J & CO INC 71,752$4,169,0000.87%
GILL CAPITAL PARTNERS, LLC 22,628$1,315,0000.60%
MARTIN & CO INC /TN/ 42,677$2,480,0000.58%
Teamwork Financial Advisors, LLC 42,142$2,449,0000.48%
Independent Family Office, LLC 12,852$747,0000.31%
STERLING INVESTMENT ADVISORS LLC /ADV 5,966$347,0000.21%
CARRET ASSET MANAGEMENT, LLC 28,400$1,650,0000.20%
GRIMES & COMPANY, INC. 71,325$4,145,0000.18%
View complete list of ISHARES TR shareholders