Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 185 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$254,118
-8.0%
3,793
-2.3%
0.00%0.0%
Q2 2023$276,352
-6.5%
3,883
-15.0%
0.00%0.0%
Q1 2023$295,547
-29.4%
4,569
-37.9%
0.00%
-42.9%
Q4 2022$418,807
-23.4%
7,353
-21.8%
0.01%
-22.2%
Q3 2022$547,072
-1.1%
9,400
-3.6%
0.01%
-10.0%
Q2 2022$553,000
-34.9%
9,748
-13.9%
0.01%
-28.6%
Q1 2022$849,00011,3160.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders