Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 87 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$1,639,791
-9.3%
74,808
-0.2%
0.02%
-16.0%
Q3 2023$1,807,673
-32.8%
74,974
-43.9%
0.02%
-32.4%
Q2 2023$2,690,560
+2.6%
133,726
-1.5%
0.04%
-5.1%
Q1 2023$2,623,203
+27.3%
135,777
+39.7%
0.04%
+18.2%
Q4 2022$2,060,444
+161.8%
97,191
+77.8%
0.03%
+135.7%
Q3 2022$786,97054,6510.01%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
WP Advisors, LLC 68,679$2,318,0001.68%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 31,294$1,054,0001.16%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 84,648$2,852,0001.09%
NORTHERN CAPITAL MANAGEMENT LLC 40,385$1,363,0000.51%
Psagot Value Holdings Ltd. 312,662$10,553,0000.45%
RAND WEALTH, LLC 96,052$3,242,0000.44%
Riverpoint Wealth Management Holdings, LLC 17,295$573,0000.40%
Ledyard National Bank 81,605$2,754,0000.40%
Private Wealth Advisors, Inc. 20,686$698,0000.30%
FRONT BARNETT ASSOCIATES LLC 43,790$1,478,0000.27%
View complete list of ISHARES TR shareholders