Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 171 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.66 and the average weighting 0.1%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$679,715
-14.0%
3,183
-20.8%
0.01%
-21.4%
Q3 2022$790,000
-8.2%
4,018
-0.7%
0.01%
-12.5%
Q2 2022$861,000
-21.3%
4,046
-0.2%
0.02%
-11.1%
Q1 2022$1,094,0004,0540.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,662$6,613,0003.88%
McGuire Investment Group, LLC 21,821$3,549,0001.23%
Richard Bernstein Advisors LLC 190,850$31,039,0000.97%
Clarus Wealth Advisors 5,007$824,0000.69%
Zimmer Partners, LP 200,000$32,528,0000.44%
Capital Advisors, Ltd. LLC 10,124$1,647,0000.44%
GREENWOOD CAPITAL ASSOCIATES LLC 10,543$1,715,0000.39%
Sage Capital Advisors,llc 3,531$574,0000.37%
GARRISON POINT ADVISORS, LLC 2,237$364,0000.36%
FIRST UNITED BANK & TRUST 3,085$502,0000.30%
View complete list of ISHARES TR shareholders