Atria Investments, Inc - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 348 filers reported holding ISHARES U S ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2024$670,550
-70.5%
13,323
-70.4%
0.01%
-74.3%
Q4 2023$2,276,415
+8.9%
45,060
+7.5%
0.04%
-5.4%
Q3 2023$2,090,686
+0.1%
41,905
-0.5%
0.04%
-7.5%
Q1 2023$2,087,927
+2.8%
42,095
+2.1%
0.04%
-4.8%
Q4 2022$2,031,539
-0.1%
41,232
-0.1%
0.04%
-6.7%
Q3 2022$2,033,000
+25.3%
41,276
+25.3%
0.04%
+32.4%
Q2 2022$1,623,000
-65.8%
32,953
-65.2%
0.03%
-76.4%
Q3 2020$4,743,000
+23.6%
94,657
+23.4%
0.14%
+9.9%
Q2 2020$3,837,000
-53.0%
76,728
-54.5%
0.13%
-79.1%
Q1 2020$8,171,000
-4.8%
168,513
-1.3%
0.63%
+170.3%
Q4 2019$8,580,000
-26.1%
170,748
-26.0%
0.23%
-44.0%
Q3 2019$11,610,000
-24.1%
230,635
-24.2%
0.41%
-27.4%
Q2 2019$15,296,000
-6.6%
304,160
-6.7%
0.57%
-17.7%
Q1 2019$16,377,000
+23.3%
325,981
+22.4%
0.69%
+17.9%
Q4 2018$13,277,000
+14.9%
266,348
+15.7%
0.59%
+28.7%
Q3 2018$11,552,000
+100.8%
230,218
+100.7%
0.46%
+80.6%
Q2 2018$5,754,000
+171.8%
114,694
+171.7%
0.25%
+148.0%
Q1 2018$2,117,000
+30.1%
42,209
+30.1%
0.10%
+25.9%
Q4 2017$1,627,000
+20.5%
32,454
+20.9%
0.08%
+9.5%
Q3 2017$1,350,000
+2.0%
26,843
+2.0%
0.07%
-8.6%
Q2 2017$1,323,000
+5.5%
26,321
+5.5%
0.08%
-1.2%
Q1 2017$1,254,000
+1.5%
24,953
+1.3%
0.08%
-12.8%
Q4 2016$1,236,000
+44.9%
24,633
+45.0%
0.09%
+20.5%
Q3 2016$853,000
-47.7%
16,986
-47.9%
0.08%
-55.7%
Q2 2016$1,632,000
-24.0%
32,585
-24.0%
0.18%
-27.9%
Q1 2016$2,146,000
+230.7%
42,870
+230.3%
0.24%
+243.7%
Q4 2015$649,000
+5.2%
12,980
+5.4%
0.07%
-16.5%
Q3 2015$617,000
+6.2%
12,313
+6.2%
0.08%
+25.0%
Q2 2015$581,000
-18.1%
11,589
-18.0%
0.07%
-15.0%
Q1 2015$709,00014,1400.08%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
TAP Consulting, LLC 2,060,323$101,492,00027.17%
Columbia Trust Co 01012016 502,489$24,753,00013.98%
Bramshill Investments, LLC 1,986,770$97,868,00013.88%
RETIREMENT CAPITAL STRATEGIES 440,696$21,709,0009.93%
Clearwater Capital Advisors, LLC 1,183,483$58,298,0008.05%
TRUSTCORE FINANCIAL SERVICES, LLC 1,398,429$68,887,0006.54%
EP Wealth Advisors, LLC 5,668,677$279,239,0006.33%
Rosenberg Matthew Hamilton 304,861$15,017,0005.81%
UBP Investment Advisors SA 192,152$9,470,0004.88%
Kore Private Wealth LLC 531,103$26,162,0004.73%
View complete list of ISHARES U S ETF TR shareholders