Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,773,134
-69.2%
216,566
-68.0%
0.08%
-69.6%
Q2 2023$15,509,973
-2.5%
677,291
-0.5%
0.28%
-7.0%
Q1 2023$15,914,438
+15.7%
680,686
+12.4%
0.30%
+6.7%
Q4 2022$13,755,363
-48.1%
605,429
-48.0%
0.28%
-51.8%
Q3 2022$26,501,000
+8.3%
1,164,379
+13.7%
0.58%
+14.0%
Q2 2022$24,470,000
-0.5%
1,023,862
+3.7%
0.51%
+19.3%
Q1 2022$24,586,000
+0.8%
986,997
+8.0%
0.43%
-1.1%
Q4 2021$24,390,000
-6.3%
914,155
-6.8%
0.44%
-7.4%
Q3 2021$26,035,000
-14.7%
981,327
-14.5%
0.47%
-20.2%
Q2 2021$30,519,000
+18.3%
1,147,332
+16.5%
0.59%
+3.2%
Q1 2021$25,794,000
+20.9%
984,876
+25.8%
0.57%
+10.9%
Q4 2020$21,327,000
-8.6%
782,918
-6.2%
0.52%
-27.4%
Q3 2020$23,333,000
+53.2%
834,814
+53.4%
0.71%
+35.8%
Q2 2020$15,230,000
-9.0%
544,128
-9.0%
0.52%
-59.4%
Q1 2020$16,743,000
-9.3%
597,757
-16.0%
1.28%
+157.0%
Q4 2019$18,455,000
+54.4%
711,436
+56.7%
0.50%
+17.4%
Q3 2019$11,955,000
-30.7%
454,138
-30.4%
0.43%
-33.7%
Q2 2019$17,239,000
+101.9%
652,367
+92.9%
0.64%
+78.1%
Q1 2019$8,537,000
+150.3%
338,225
+144.4%
0.36%
+139.1%
Q4 2018$3,411,000
+49.7%
138,397
+47.8%
0.15%
+67.8%
Q3 2018$2,279,000
+44.1%
93,651
+45.8%
0.09%
+28.6%
Q2 2018$1,582,000
+103.9%
64,229
+104.3%
0.07%
+89.2%
Q1 2018$776,000
+98.0%
31,431
+101.3%
0.04%
+94.7%
Q4 2017$392,000
+23.7%
15,616
+24.3%
0.02%
+11.8%
Q3 2017$317,000
+40.9%
12,567
+40.9%
0.02%
+21.4%
Q2 2017$225,0008,9200.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders