Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 254 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 4.68 and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$446,549
-53.3%
5,678
-49.2%
0.01%
-53.8%
Q2 2023$955,934
+45.9%
11,188
+20.0%
0.01%
+30.0%
Q1 2023$655,244
-30.0%
9,322
-39.6%
0.01%
-33.3%
Q4 2022$935,476
+97.4%
15,436
+69.6%
0.02%
+87.5%
Q3 2022$473,794
+8.7%
9,104
+9.6%
0.01%0.0%
Q2 2022$436,000
-30.5%
8,308
-21.5%
0.01%
-20.0%
Q1 2022$627,00010,5850.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,715$9,750,2773.23%
COTTONWOOD CAPITAL ADVISORS, LLC 48,592$3,415,5003.15%
Baymount Management LP 20,000$1,700,0002.81%
Beaumont Capital Management, LLC 52,410$3,683,8832.56%
Capital Asset Advisory Services LLC 446,198$31,363,2242.33%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$2,176,5352.14%
SPC Financial, Inc. 249,830$17,560,5512.00%
Migdal Insurance & Financial Holdings Ltd. 1,030,735$72,4501.60%
Ciovacco Capital Management LLC 14,076$9891.52%
Varma Mutual Pension Insurance Co 1,629,684$114,550,4881.40%
View complete list of ISHARES TR shareholders