Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 176 filers reported holding ISHARES TR in Q4 2022. 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 Q4 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 28,209$5,143,0004.01%
Quantitative Advantage, LLC 65,897$12,014,0003.52%
Polaris Wealth Advisory Group, LLC 80,538$14,684,0001.20%
WESPAC Advisors, LLC 10,662$1,944,0001.19%
NAVELLIER & ASSOCIATES INC 39,100$7,129,0001.08%
Banco de Sabadell, S.A 39,488$7,193,0000.87%
Peachtree Investment Advisors, Inc. 5,382$981,0000.74%
WHITENER CAPITAL MANAGEMENT, INC. 4,455$812,0000.62%
Stillwater Capital Advisors, LLC 12,159$2,217,0000.53%
MITCHELL SINKLER & STARR/PA 2,440$445,0000.51%
View complete list of ISHARES TR shareholders