Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 117 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$727,280
+5.7%
9,529
+6.4%
0.01%0.0%
Q1 2024$688,051
+79.0%
8,952
+64.4%
0.01%
+60.0%
Q4 2023$384,455
+7.2%
5,444
-1.3%
0.01%0.0%
Q3 2023$358,668
+21.7%
5,513
+24.5%
0.01%
+25.0%
Q2 2023$294,6174,4290.00%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Matrix Trust Co 299,798$33,655,0009.46%
Treybourne Wealth Planners, Inc. 46,920$5,267,0003.79%
SPC Financial, Inc. 130,332$14,631,0002.06%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 19,702$2,211,0001.31%
Equitable Holdings, Inc. 446,336$50,106,0001.14%
TAP Consulting, LLC 16,630$1,867,0000.67%
GenWealth Group, Inc. 16,232$1,822,0000.60%
Brand Asset Management Group, Inc. 6,531$733,0000.41%
Courage Miller Partners, LLC 5,684$638,0000.29%
Ellis Investment Partners, LLC 6,167$692,0000.21%
View complete list of ISHARES TR shareholders