Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,294,897
+26.4%
121,601
+31.9%
0.13%
+25.0%
Q2 2023$5,772,493
-23.8%
92,183
-24.6%
0.10%
-27.3%
Q1 2023$7,578,661
-3.0%
122,335
-9.4%
0.14%
-10.6%
Q4 2022$7,816,123
+30.5%
135,040
+14.8%
0.16%
+21.2%
Q3 2022$5,989,000
+25.3%
117,625
+40.3%
0.13%
+32.0%
Q2 2022$4,780,000
+164.8%
83,820
+229.5%
0.10%
+212.5%
Q4 2021$1,805,000
-10.6%
25,440
-10.5%
0.03%
-11.1%
Q3 2021$2,018,000
+605.6%
28,416
+367.2%
0.04%
+63.6%
Q1 2020$286,000
-42.9%
6,082
-24.8%
0.02%
+57.1%
Q4 2019$501,000
+39.6%
8,087
+30.2%
0.01%
+7.7%
Q3 2019$359,000
+5.3%
6,211
+0.3%
0.01%0.0%
Q2 2019$341,000
-3.9%
6,193
+1.2%
0.01%
-13.3%
Q1 2019$355,000
-52.7%
6,118
-57.2%
0.02%
-54.5%
Q4 2018$750,000
-38.9%
14,283
-29.9%
0.03%
-32.7%
Q3 2018$1,228,000
+5.0%
20,368
+4.7%
0.05%
-3.9%
Q2 2018$1,170,000
+26.6%
19,458
+18.6%
0.05%
-45.7%
Q3 2014$924,000
-7.0%
16,413
-1.5%
0.09%
-5.1%
Q2 2014$994,000
+35.2%
16,670
+31.1%
0.10%
+32.0%
Q1 2014$735,000
+1.4%
12,717
+1.2%
0.08%
+4.2%
Q4 2013$725,00012,5720.07%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders