Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 111 filers reported holding ISHARES TR in Q3 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$2,454,509
-2.6%
63,162
+3.8%
0.03%0.0%
Q2 2023$2,520,420
+1105.9%
60,865
+1186.0%
0.03%
+1033.3%
Q1 2022$209,0004,7330.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 51,376$2,002,7391.62%
Matrix Trust Co 143,890$5,6091.51%
Opes Wealth Management LLC 94,586$3,687,1801.19%
Gallagher Fiduciary Advisors, LLC 334,277$13,031,3941.08%
Black Diamond Financial, LLC 72,431$2,823,5270.93%
Asset Allocation Strategies LLC 7,773$303,0240.87%
VAUGHAN & Co SECURITIES, INC. 26,668$1,039,5800.77%
CREATIVE FINANCIAL DESIGNS INC /ADV 101,067$3,939,8280.52%
Certified Advisory Corp 63,830$2,488,2570.44%
Breakwater Capital Group 22,083$860,8460.36%
View complete list of ISHARES TR shareholders