Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 455 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$37,461,929
+2.5%
887,724
+3.3%
0.48%
-3.6%
Q1 2024$36,552,650
+28.7%
859,052
+27.8%
0.50%
+14.6%
Q4 2023$28,390,622
+109.0%
672,445
+103.1%
0.44%
+81.4%
Q3 2023$13,583,480
+23.7%
331,062
+25.0%
0.24%
+22.2%
Q2 2023$10,977,670
+4.6%
264,841
+5.2%
0.20%
-0.5%
Q1 2023$10,491,016
-40.2%
251,704
-41.3%
0.20%
-44.7%
Q4 2022$17,546,316
-2.8%
429,110
-5.0%
0.36%
-9.5%
Q3 2022$18,043,000
+100.8%
451,763
+103.9%
0.40%
+111.7%
Q2 2022$8,985,000
+87.8%
221,570
+103.6%
0.19%
+123.8%
Q1 2022$4,785,000
-43.1%
108,846
-41.2%
0.08%
-58.6%
Q4 2020$8,406,000
+15.6%
184,997
+11.8%
0.20%
-8.1%
Q3 2020$7,272,000
+63.3%
165,466
+59.3%
0.22%
+44.4%
Q2 2020$4,454,000
+46.2%
103,841
+39.4%
0.15%
-34.6%
Q1 2020$3,046,000
+545.3%
74,518
+632.7%
0.23%
+1700.0%
Q4 2019$472,00010,1700.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
KilterHowling LLC 351,588$14,042,42416.86%
Divergent Planning, LLC 365,422$14,595,00010.74%
Thrive Capital Management, LLC 234,851$9,380,0006.35%
Sound Income Strategies, LLC 1,027,480$41,038,0005.97%
F3Logic, LLC 707,024$28,268,0005.90%
Matthew Goff Investment Advisor, LLC 498,100$19,894,0005.69%
Legacy Financial Group LLC 410,927$16,412,0005.48%
Regal Wealth Group, Inc. 173,107$6,968,0005.38%
FINANCIAL ADVISORY PARTNERS, LLC 308,628$12,326,6025.36%
HNP Capital LLC 434,921$17,371,0005.01%
View complete list of ISHARES TR shareholders