Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 196 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$271,218
-4.9%
1,937
+0.4%
0.00%0.0%
Q1 2024$285,153
+7.3%
1,930
+0.3%
0.00%0.0%
Q4 2023$265,8401,9240.00%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 29,540$2,917,0001.97%
First Citizens Financial Corp 10,704$1,057,0001.05%
Kalos Management, Inc. 11,439$1,234,0000.55%
Fulcrum Equity Management 11,609$1,146,0000.53%
Pathway Financial Advisors LLC 12,870$1,253,0000.48%
Harvest Investment Services, LLC 6,180$610,0000.35%
BARINGS LLC 118,304$11,683,0000.27%
ROBERTS GLORE & CO INC /IL/ 6,744$665,0000.24%
CEDAR CAPITAL, LLC 6,352$627,0000.21%
Bray Capital Advisors 5,650$558,0000.20%
View complete list of ISHARES TR shareholders