Atria Investments, Inc - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 61 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2023$4,779,651
-0.8%
51,423
-2.2%
0.09%
-5.5%
Q1 2023$4,817,474
-35.3%
52,573
-36.1%
0.09%
-40.5%
Q4 2022$7,444,426
-56.4%
82,267
-57.2%
0.15%
-59.4%
Q3 2022$17,072,000
+27.9%
192,385
+30.0%
0.38%
+34.6%
Q2 2022$13,352,000
+207.9%
147,932
+219.1%
0.28%
+268.4%
Q1 2022$4,336,00046,3640.08%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
KFG WEALTH MANAGEMENT, LLC 50,406$4,665,0872.53%
Destination Wealth Management 701,059$64,883,0342.52%
Red Wave Investments LLC 43,852$4,058,5031.73%
Aquire Wealth Advisors, LLC 12,604$1,166,5000.49%
Freedom Investment Management, Inc. 26,721$2,473,0700.30%
Capital Investment Advisory Services, LLC 26,246$2,429,0670.24%
TrinityPoint Wealth, LLC 11,799$1,092,0250.22%
Trilogy Capital Inc. 31,488$2,914,2110.20%
Founders Financial Alliance, LLC 4,000$370,1980.16%
WCG Wealth Advisors LLC 13,352$1,2550.09%
View complete list of ISHARES U S ETF TR shareholders