Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

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 Q1 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders