Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 122 filers reported holding ISHARES TR in Q3 2023. 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 TR
ValueSharesWeighting
Q3 2023$4,182,530
+10.4%
161,800
+14.5%
0.07%
+8.8%
Q2 2023$3,787,207
+30.9%
141,261
+29.4%
0.07%
+23.6%
Q1 2023$2,892,602
+8.7%
109,196
+0.9%
0.06%0.0%
Q4 2022$2,661,831
+163.3%
108,201
+124.2%
0.06%
+150.0%
Q3 2022$1,011,000
-56.7%
48,257
-42.8%
0.02%
-46.3%
Q1 2022$2,334,000
+844.9%
84,335
+824.9%
0.04%
+485.7%
Q4 2019$247,000
-11.5%
9,118
-16.6%
0.01%
-30.0%
Q3 2019$279,000
+13.9%
10,932
+8.3%
0.01%
+11.1%
Q2 2019$245,000
-5.8%
10,093
+2.1%
0.01%
-18.2%
Q1 2019$260,000
+10.6%
9,881
-0.2%
0.01%
+10.0%
Q4 2018$235,000
-36.7%
9,905
-25.1%
0.01%
-33.3%
Q3 2018$371,000
-7.9%
13,218
-9.3%
0.02%
-16.7%
Q2 2018$403,000
-7.8%
14,576
-3.7%
0.02%
-14.3%
Q1 2018$437,000
-44.0%
15,133
-44.1%
0.02%
-46.2%
Q4 2017$781,000
+41.7%
27,082
+37.9%
0.04%
+30.0%
Q3 2017$551,000
+7.0%
19,640
+0.1%
0.03%
-6.2%
Q2 2017$515,000
+12.2%
19,621
+7.0%
0.03%
+6.7%
Q1 2017$459,00018,3400.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,822,481$131,075,00011.76%
MERIDIAN MANAGEMENT CO 940,407$25,560,0008.20%
BALASA DINVERNO & FOLTZ LLC 1,979,280$53,797,0004.46%
RHS Financial, LLC 178,802$4,860,0004.17%
Wade Financial Advisory, Inc 210,132$5,711,0003.83%
Clearwater Capital Advisors, LLC 986,927$26,825,0003.56%
Callan Capital, LLC 641,191$17,428,0003.54%
Keebeck Wealth Management, LLC 481,402$13,085,0002.28%
LINCOLN CAPITAL CORP 117,227$3,186,0002.09%
Beirne Wealth Consulting Services, LLC 154,081$4,188,0002.07%
View complete list of ISHARES TR shareholders