Atria Wealth Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,228,913
-26.5%
36,186
-23.7%
0.02%
-26.1%
Q2 2023$1,672,349
-12.0%
47,456
-12.7%
0.02%
-17.9%
Q1 2023$1,899,761
+1.4%
54,341
-2.5%
0.03%
-6.7%
Q4 2022$1,873,455
-15.3%
55,741
-17.9%
0.03%
-21.1%
Q3 2022$2,213,160
-9.7%
67,862
-4.3%
0.04%
-17.4%
Q2 2022$2,450,000
+146.2%
70,887
+168.2%
0.05%
+170.6%
Q1 2022$995,00026,4290.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders