Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 268 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$327,217
-51.5%
6,622
-49.5%
0.01%
-44.4%
Q2 2023$675,009
+0.1%
13,119
-2.6%
0.01%
-10.0%
Q1 2023$674,229
-60.6%
13,476
-62.8%
0.01%
-63.0%
Q4 2022$1,709,641
+203.6%
36,251
+188.3%
0.03%
+170.0%
Q3 2022$563,152
-36.9%
12,576
-32.4%
0.01%
-41.2%
Q2 2022$893,000
+62.4%
18,606
+82.5%
0.02%
+88.9%
Q1 2022$550,00010,1970.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 301,298$14,887,14010.42%
Fort Henry Capital, LLC 65,754$3,248,8802.78%
Strategic Wealth Partners Group, LLC 331,953$16,401,8392.43%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,845,5222.39%
Bell Investment Advisors, Inc 156,982$7,756,4811.74%
UNIQUE WEALTH, LLC 83,213$4,111,5431.72%
Weaver Consulting Group 76,704$3,789,9241.71%
Worth Financial Advisory Group, LLC 37,960$1,875,5831.69%
BSW Wealth Partners 129,840$6,415,3941.43%
ASPIRIANT, LLC 520,702$25,727,9131.32%
View complete list of ISHARES TR shareholders