Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 252 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.13 and the average weighting 0.1%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,429,215
+79.2%
17,341
+84.8%
0.02%
+81.8%
Q2 2023$797,516
-17.4%
9,384
-18.9%
0.01%
-21.4%
Q1 2023$964,998
-2.5%
11,576
-0.8%
0.01%
-12.5%
Q4 2022$990,147
+45.0%
11,665
+28.7%
0.02%
+33.3%
Q3 2022$682,839
-77.1%
9,062
-75.4%
0.01%
-78.6%
Q2 2022$2,984,000
+423.5%
36,771
+464.4%
0.06%
+522.2%
Q1 2022$570,0006,5150.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Newfound Research LLC 45,670$4,994,0003.49%
Analyst IMS Investment Management Services Ltd. 53,292$5,827,0002.08%
EXENCIAL WEALTH ADVISORS, LLC 39,019$4,267,0001.75%
FUKOKU MUTUAL LIFE INSURANCE Co 102,000$11,154,0001.64%
FCA CORP /TX 29,113$3,183,0001.39%
Brinker Capital Investments, LLC 313,366$34,267,0001.30%
Greytown Advisors Inc. 5,900$645,0000.53%
MERIDIAN INVESTMENT COUNSEL INC. 6,970$762,0000.46%
WRAPMANAGER INC 10,672$1,167,0000.41%
Mirae Asset Global Investments Co., Ltd. 207,078$22,644,0000.39%
View complete list of ISHARES TR shareholders