Atria Investments, Inc - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 322 filers reported holding ISHARES TR in Q3 2021. 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
Q2 2023$1,125,660
-30.2%
31,888
-18.6%
0.02%
-31.0%
Q4 2021$1,613,000
-3.9%
39,157
-3.2%
0.03%
-3.3%
Q3 2021$1,678,000
-12.3%
40,438
-11.8%
0.03%
-18.9%
Q2 2021$1,913,000
-11.9%
45,858
-13.0%
0.04%
-22.9%
Q1 2021$2,171,000
-12.1%
52,697
-12.0%
0.05%
-20.0%
Q4 2020$2,470,000
+0.6%
59,869
-3.8%
0.06%
-20.0%
Q3 2020$2,456,000
-20.2%
62,215
-28.2%
0.08%
-68.2%
Q1 2020$3,077,000
+987.3%
86,684
+1157.4%
0.24%
+2850.0%
Q4 2019$283,0006,8940.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PPM AMERICA INC/IL 345,747$12,291,30659.44%
ERTS Wealth Advisors, LLC 1,437,366$51,098,36312.38%
TOEWS CORP /ADV 1,681,800$59,787,99010.94%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3,243,124$115,293,0588.66%
Counterpoint Mutual Funds LLC 256,807$9,129,4898.00%
Koss-Olinger Consulting, LLC 1,805,249$64,177,0008.00%
Ocean Park Asset Management, LLC 2,092,400$74,384,8206.96%
HORIZON FINANCIAL SERVICES, LLC 220,589$7,841,9216.72%
State of Wisconsin - Board of Commissioners of Public Lands 782,666$27,823,7766.21%
Sage Advisory Services, Ltd.Co. 612,900$21,789,0006.18%
View complete list of ISHARES TR shareholders