Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 231 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,885,000
-8.6%
31,935
+2.3%
0.03%
-10.8%
Q4 2021$2,062,000
+8.1%
31,208
+2.6%
0.04%
+8.8%
Q3 2021$1,908,000
+0.4%
30,405
+1.1%
0.03%
-8.1%
Q2 2021$1,901,000
+6.4%
30,062
-0.4%
0.04%
-7.5%
Q1 2021$1,787,000
-19.3%
30,178
-22.0%
0.04%
-24.5%
Q4 2020$2,214,000
+25.2%
38,678
+6.3%
0.05%
-1.9%
Q3 2020$1,768,000
-3.2%
36,395
-11.3%
0.05%
-14.3%
Q2 2020$1,827,000
+543.3%
41,040
+415.0%
0.06%
+186.4%
Q1 2020$284,000
-61.5%
7,969
-53.8%
0.02%
+10.0%
Q4 2019$737,000
+1.8%
17,246
-7.9%
0.02%
-23.1%
Q3 2019$724,000
+235.2%
18,718
+224.0%
0.03%
+225.0%
Q2 2019$216,000
-42.9%
5,778
-41.9%
0.01%
-50.0%
Q1 2019$378,000
-55.5%
9,942
-61.1%
0.02%
-57.9%
Q4 2018$849,000
-62.8%
25,536
-56.6%
0.04%
-57.8%
Q3 2018$2,280,000
-39.6%
58,872
-43.5%
0.09%
-45.8%
Q2 2018$3,772,000
+35.0%
104,119
+35.5%
0.17%
+23.0%
Q1 2018$2,795,000
+144.5%
76,837
+138.3%
0.14%
+136.8%
Q4 2017$1,143,000
+8.0%
32,238
+4.6%
0.06%
-1.7%
Q3 2017$1,058,000
+5.1%
30,824
-2.8%
0.06%
-6.5%
Q2 2017$1,007,000
+19.2%
31,706
+11.4%
0.06%
+12.7%
Q1 2017$845,00028,4540.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Edelman Financial Services, LLC 40,274,764$1,465,196,00014.51%
Manifold Partners, LLC 236,779$8,621,0008.80%
REDW Wealth LLC 271,306$9,870,0007.36%
New England Private Wealth Advisors LLC 306,678$11,156,0003.15%
Horizon Investments, LLC 703,400$25,590,0001.12%
Ruggie Capital Group 47,950$1,743,0000.94%
Donoghue Forlines LLC 280,785$10,215,0000.89%
FOUNDERS FINANCIAL SECURITIES LLC 50,989$1,855,0000.60%
Mathes Company, Inc. 34,025$1,238,0000.58%
VALLEY NATIONAL ADVISERS INC 27,957$1,017,0000.38%
View complete list of ISHARES TR shareholders