Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 164 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,962,285
-3.6%
56,528
+0.1%
0.04%
-4.3%
Q1 2024$4,110,889
+8.7%
56,445
+0.2%
0.05%
-2.1%
Q4 2023$3,780,493
+10.2%
56,316
-1.9%
0.05%
-2.1%
Q3 2023$3,430,020
-3.9%
57,392
+1.7%
0.05%
-2.0%
Q2 2023$3,570,316
+6.6%
56,412
+2.1%
0.05%
-2.0%
Q1 2023$3,349,390
+6.3%
55,234
+2.8%
0.05%
-2.0%
Q4 2022$3,150,872
+9.4%
53,705
+0.4%
0.05%
+2.0%
Q3 2022$2,881,017
+2.3%
53,471
+6.9%
0.05%
-5.7%
Q2 2022$2,817,000
+273.6%
49,997
+346.2%
0.05%
+307.7%
Q1 2022$754,00011,2040.01%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Silversage Advisors 24,556$5,146,0005.44%
Benchmark Wealth Management, LLC 29,424$6,166,0005.32%
Matrix Trust Co 85,996$18,021,0003.84%
Karp Capital Management Corp 32,910$6,897,0001.82%
Brand Asset Management Group, Inc. 13,563$2,842,0001.81%
Good Life Advisors, LLC 25,112$5,259,0001.49%
TAP Consulting, LLC 4,773$1,000,0000.56%
TRUEFG, LLC 2,636$552,0000.42%
Summit Asset Management, LLC 3,856$808,0000.34%
Chronos Wealth Management, LLC 1,604$336,0000.33%
View complete list of ISHARES TR shareholders