Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,545,578
-4.4%
9,401
-1.1%
0.04%0.0%
Q2 2023$2,663,665
-2.5%
9,505
-5.0%
0.04%
-10.0%
Q1 2023$2,730,638
-6.7%
10,000
-3.0%
0.04%
-14.9%
Q4 2022$2,925,282
+18.6%
10,311
+5.8%
0.05%
+9.3%
Q3 2022$2,467,139
+12.9%
9,750
+20.0%
0.04%
+4.9%
Q2 2022$2,185,000
-0.9%
8,122
+6.4%
0.04%
+10.8%
Q1 2022$2,205,0007,6340.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$138,707,0005.17%
PIERSHALE FINANCIAL GROUP, INC. 51,055$7,949,0005.11%
Advisors Preferred, LLC 36,432$6,057,0003.33%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 13,274$2,207,0003.28%
Riggs Asset Managment Co. Inc. 39,451$6,559,0002.94%
Peachtree Investment Advisors, Inc. 13,539$2,251,0001.93%
PETTYJOHN, WOOD & WHITE, INC 25,688$4,271,0001.58%
Oakworth Capital, Inc. 33,632$5,591,0001.53%
Kalos Management, Inc. 9,462$1,573,0001.44%
MURPHY CAPITAL MANAGEMENT INC 46,492$7,729,0001.14%
View complete list of ISHARES TR shareholders