Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 66 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
Q3 2023$2,981,474
-3.2%
63,312
+2.2%
0.04%0.0%
Q2 2023$3,079,942
+4.5%
61,945
-0.3%
0.04%
-4.5%
Q1 2023$2,946,172
+6.6%
62,155
+2.5%
0.04%0.0%
Q4 2022$2,764,086
+6.5%
60,615
-0.3%
0.04%
-2.2%
Q3 2022$2,596,604
+6.8%
60,806
+10.6%
0.04%
-2.2%
Q2 2022$2,432,000
-26.4%
54,957
-10.9%
0.05%
-16.4%
Q1 2022$3,303,00061,6890.06%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Brand Asset Management Group, Inc. 32,164$1,514,3560.78%
Richwood Investment Advisors, LLC 13,442$632,8820.64%
Goldstein Advisors, LLC 41,210$1,940,2580.40%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 5,934$279,4060.24%
Gladstone Institutional Advisory LLC 42,042$1,979,4380.13%
Aveo Capital Partners, LLC 19,643$924,8440.12%
FLAGSTAR ADVISORS INC 6,485$306,8490.12%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,837$1,028,1420.10%
AVANTAX ADVISORY SERVICES, INC. 183,838$8,655,5320.10%
Atria Wealth Solutions, Inc. 63,312$2,981,4740.04%
View complete list of ISHARES TR shareholders