Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 61 filers reported holding ISHARES TR in Q1 2023. 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
Q1 2023$242,852
-2.2%
11,715
-0.7%
0.00%0.0%
Q4 2022$248,40311,7950.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
INTEGRATED WEALTH COUNSEL, LLC 274,275$7,682,00012.86%
Trust Co 211,474$5,923,0003.36%
Madrona Financial Services, LLC 104,386$2,924,0003.16%
Emery Howard Portfolio Management, Inc. 260,715$7,303,0002.00%
Bellecapital International Ltd. 46,824$1,312,0001.94%
STERLING INVESTMENT ADVISORS LLC /ADV 53,047$1,486,0001.70%
ASPIRIANT, LLC 275,444$7,715,0000.64%
COURIER CAPITAL LLC 101,632$2,847,0000.63%
MILLIE CAPITAL MANAGEMENT, LLC 20,515$575,0000.52%
Parkside Financial Bank & Trust 16,011$448,0000.26%
View complete list of ISHARES TR shareholders